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CWIFX vs EIPTX
CWIFX vs EIPTX Comparison
Open Charts CWIFX vs EIPTX
American Funds Capital World Gr&Inc 529F
Price$64.88
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
UBS Engage For Impact P2
Price$13.12
Change+$0.07 (+0.54%)
VolumeN/A
Net Assets49.59M
CWIFX vs EIPTX Comparison Chart
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FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 125B vs. EIPTX (49.6M). CWIFX pays higher dividends than EIPTX: CWIFX (1.78) vs EIPTX (1.11). 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 : 4.91 vs. CWIFX (2.35).
| 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 | 2.895 | 3.715 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 49.6M | 252,016% |
| Annual Yield % from dividends | 1.78 | 1.11 | 159% |
| Returns for 1 year | 2.35 | 4.91 | 48% |
| Returns for 3 years | 33.16 | 30.13 | 110% |
| Returns for 5 years | 56.83 | N/A | - |
| Returns for 10 years | 65.05 | N/A | - |
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