Interact to see
Advertisement
Advertisement
CWIEX vs EIPTX
CWIEX vs EIPTX Comparison
Open Charts CWIEX vs EIPTX
American Funds Capital World Gr&Inc 529E
Price$75.66
Change+$0.34 (+0.45%)
VolumeN/A
Net Assets142.48B
UBS Engage For Impact P2
Price$15.04
Change+$0.10 (+0.67%)
VolumeN/A
Net Assets51.22M
CWIEX vs EIPTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. EIPTX (51.2M). CWIEX pays higher dividends than EIPTX: CWIEX (1.17) vs EIPTX (0.96). CWIEX was incepted earlier than EIPTX: CWIEX (24 years) vs EIPTX (5 years). EIPTX (1.55) is less costly to investors than CWIEX (1.00). EIPTX (28.00) and CWIEX (27.00) have comparable annual turnover. CWIEX has a lower initial minimum investment than EIPTX: CWIEX (250) vs EIPTX (25000000). EIPTX annual gain was more profitable for investors over the last year : 13.70 vs. CWIEX (12.76).
| CWIEX | EIPTX | CWIEX / EIPTX | |
| Total Expense Ratio | 1.00 | 0.25 | 400% |
| Annual Report Gross Expense Ratio | 1.00 | 1.55 | 65% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 20.827 | 18.893 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 51.2M | 277,344% |
| Annual Yield % from dividends | 1.17 | 0.96 | 122% |
| Returns for 1 year | 12.76 | 13.70 | 93% |
| Returns for 3 years | 63.77 | 55.46 | 115% |
| Returns for 5 years | 57.65 | N/A | - |
| Returns for 10 years | 101.66 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement