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CWIFX vs EIPTX
CWIFX vs EIPTX Comparison
Open Charts CWIFX vs EIPTX
American Funds Capital World Gr&Inc 529F
Price$74.42
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
UBS Engage For Impact P2
Price$14.63
Change-$0.14 (-0.95%)
VolumeN/A
Net Assets49.38M
CWIFX vs EIPTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 140B vs. EIPTX (49.4M). CWIFX pays higher dividends than EIPTX: CWIFX (1.49) vs EIPTX (0.96). CWIFX was incepted earlier than EIPTX: CWIFX (23 years) vs EIPTX (5 years). EIPTX (1.68) is less costly to investors than CWIFX (0.86). EIPTX is a more actively managed with annual turnover of: 29.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than EIPTX: CWIFX (250) vs EIPTX (25000000). EIPTX annual gain was more profitable for investors over the last year : 14.40 vs. CWIFX (12.31).
| CWIFX | EIPTX | CWIFX / EIPTX | |
| Total Expense Ratio | 0.86 | 0.25 | 344% |
| Annual Report Gross Expense Ratio | 0.86 | 1.68 | 51% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 19.021 | 16.759 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 49.4M | 283,401% |
| Annual Yield % from dividends | 1.49 | 0.96 | 156% |
| Returns for 1 year | 12.31 | 14.40 | 86% |
| Returns for 3 years | 52.19 | 42.79 | 122% |
| Returns for 5 years | 45.77 | N/A | - |
| Returns for 10 years | 99.87 | N/A | - |
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