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CWIFX vs EIPTX
CWIFX vs EIPTX Comparison
Open Charts CWIFX vs EIPTX
American Funds Capital World Gr&Inc 529F
Price$70.82
Change+$0.24 (+0.34%)
VolumeN/A
Net Assets134.69B
UBS Engage For Impact P2
Price$14.52
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets51.93M
CWIFX vs EIPTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 135B vs. EIPTX (51.9M). CWIFX pays higher dividends than EIPTX: CWIFX (1.60) vs EIPTX (0.98). 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 : 15.91 vs. CWIFX (9.74).
| 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 | 12.924 | 14.229 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 51.9M | 260,116% |
| Annual Yield % from dividends | 1.60 | 0.98 | 163% |
| Returns for 1 year | 9.74 | 15.91 | 61% |
| Returns for 3 years | 51.34 | 48.61 | 106% |
| Returns for 5 years | 57.14 | N/A | - |
| Returns for 10 years | 84.76 | N/A | - |
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