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CWIFX vs EIPTX
CWIFX vs EIPTX Comparison
Open Charts CWIFX vs EIPTX
American Funds Capital World Gr&Inc 529F
Price$68.79
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets130.86B
UBS Engage For Impact P2
Price$13.85
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets51.32M
CWIFX vs EIPTX Comparison Chart
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FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 131B vs. EIPTX (51.3M). CWIFX pays higher dividends than EIPTX: CWIFX (1.68) vs EIPTX (1.04). CWIFX was incepted earlier than EIPTX: CWIFX (23 years) vs EIPTX (4 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 annual gain was more profitable for investors over the last year : 9.56 vs. CWIFX (6.48).
| 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 | 4 years | - |
| Gain YTD | 9.096 | 9.170 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 51.3M | 255,361% |
| Annual Yield % from dividends | 1.68 | 1.04 | 161% |
| Returns for 1 year | 6.48 | 9.56 | 68% |
| Returns for 3 years | 31.72 | 25.96 | 122% |
| Returns for 5 years | 51.48 | N/A | - |
| Returns for 10 years | 78.17 | N/A | - |
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