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EIPTX vs RWBEX
EIPTX vs RWBEX Comparison
Open Charts EIPTX vs RWBEX
UBS Engage For Impact P2
Price$15.04
Change+$0.10 (+0.67%)
VolumeN/A
Net Assets51.22M
American Funds Capital World Gr&Inc R2E
Price$75.77
Change+$0.34 (+0.45%)
VolumeN/A
Net Assets142.48B
EIPTX vs RWBEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 142B vs. EIPTX (51.2M). RWBEX (1.00) and EIPTX (0.96) have matching dividends . EIPTX was incepted earlier than RWBEX: EIPTX (5 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 : 13.70 vs. RWBEX (12.55).
| EIPTX | RWBEX | EIPTX / RWBEX | |
| Total Expense Ratio | 0.25 | 1.21 | 21% |
| Annual Report Gross Expense Ratio | 1.55 | 1.21 | 128% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 18.893 | 20.642 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 250 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.2M | 142B | 0% |
| Annual Yield % from dividends | 0.96 | 1.00 | 96% |
| Returns for 1 year | 13.70 | 12.55 | 109% |
| Returns for 3 years | 55.46 | 61.96 | 90% |
| Returns for 5 years | N/A | 53.49 | - |
| Returns for 10 years | N/A | 79.63 | - |
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