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CWGCX vs EIPTX
CWGCX vs EIPTX Comparison
Open Charts CWGCX vs EIPTX
American Funds Capital World Gr&Inc C
Price$73.10
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
UBS Engage For Impact P2
Price$13.68
Change-$0.11 (-0.80%)
VolumeN/A
Net Assets48.46M
CWGCX vs EIPTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. EIPTX (48.5M). EIPTX pays higher dividends than CWGCX: EIPTX (1.26) vs CWGCX (0.87). CWGCX was incepted earlier than EIPTX: CWGCX (25 years) vs EIPTX (5 years). EIPTX (1.68) is less costly to investors than CWGCX (1.49). EIPTX is a more actively managed with annual turnover of: 29.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than EIPTX: CWGCX (250) vs EIPTX (25000000). CWGCX annual gain was more profitable for investors over the last year : 17.93 vs. EIPTX (9.87).
| CWGCX | EIPTX | CWGCX / EIPTX | |
| Total Expense Ratio | 1.49 | 0.25 | 596% |
| Annual Report Gross Expense Ratio | 1.49 | 1.68 | 89% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | 3.703 | 1.109 | 334% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 48.5M | 292,784% |
| Annual Yield % from dividends | 0.87 | 1.26 | 69% |
| Returns for 1 year | 17.93 | 9.87 | 182% |
| Returns for 3 years | 40.18 | 30.74 | 131% |
| Returns for 5 years | 27.36 | N/A | - |
| Returns for 10 years | 93.22 | N/A | - |
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