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CWIFX vs EIPTX
CWIFX vs EIPTX Comparison
Open Charts CWIFX vs EIPTX
American Funds Capital World Gr&Inc 529F
Price$75.78
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
CWIFX vs EIPTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. EIPTX (51.2M). CWIFX pays higher dividends than EIPTX: CWIFX (1.53) vs EIPTX (0.96). CWIFX was incepted earlier than EIPTX: CWIFX (23 years) vs EIPTX (5 years). EIPTX (1.55) is less costly to investors than CWIFX (0.86). EIPTX (28.00) and CWIFX (27.00) have comparable annual turnover. CWIFX has a lower initial minimum investment than EIPTX: CWIFX (250) vs EIPTX (25000000). EIPTX (13.70) and CWIFX (13.22) have marching annual gain over last year.
| CWIFX | EIPTX | CWIFX / EIPTX | |
| Total Expense Ratio | 0.86 | 0.25 | 344% |
| Annual Report Gross Expense Ratio | 0.86 | 1.55 | 55% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 21.196 | 18.893 | 112% |
| 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 | 1.53 | 0.96 | 159% |
| Returns for 1 year | 13.22 | 13.70 | 97% |
| Returns for 3 years | 65.69 | 55.46 | 118% |
| Returns for 5 years | 60.81 | N/A | - |
| Returns for 10 years | 110.35 | N/A | - |
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