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EIPTX vs RWBEX
EIPTX vs RWBEX Comparison
Open Charts EIPTX vs RWBEX
UBS Engage For Impact P2
Price$14.63
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets51.31M
American Funds Capital World Gr&Inc R2E
Price$72.43
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
EIPTX vs RWBEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 137B vs. EIPTX (51.3M). RWBEX pays higher dividends than EIPTX: RWBEX (1.06) vs EIPTX (0.99). EIPTX was incepted earlier than RWBEX: EIPTX (4 years) vs RWBEX (11 years). EIPTX (1.55) is less costly to investors than RWBEX (1.21). EIPTX (28.00) and RWBEX (27.00) have comparable annual turnover. RWBEX has a lower initial minimum investment than EIPTX: RWBEX (250) vs EIPTX (25000000). EIPTX annual gain was more profitable for investors over the last year : 13.31 vs. RWBEX (10.91).
| EIPTX | RWBEX | EIPTX / RWBEX | |
| Total Expense Ratio | 0.25 | 1.21 | 21% |
| Annual Report Gross Expense Ratio | 1.55 | 1.21 | 128% |
| Fund Existence | 4 years | 11 years | - |
| Gain YTD | 15.652 | 15.151 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 250 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.3M | 137B | 0% |
| Annual Yield % from dividends | 0.99 | 1.06 | 93% |
| Returns for 1 year | 13.31 | 10.91 | 122% |
| Returns for 3 years | 36.70 | 39.62 | 93% |
| Returns for 5 years | N/A | 45.19 | - |
| Returns for 10 years | N/A | 61.34 | - |
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