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CWGFX vs EIPTX
CWGFX vs EIPTX Comparison
Open Charts CWGFX vs EIPTX
American Funds Capital World Gr&Inc F1
Price$72.30
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
UBS Engage For Impact P2
Price$14.57
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets51.44M
CWGFX vs EIPTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. EIPTX (51.4M). CWGFX pays higher dividends than EIPTX: CWGFX (1.42) vs EIPTX (0.98). CWGFX was incepted earlier than EIPTX: CWGFX (24 years) vs EIPTX (4 years). EIPTX (1.55) is less costly to investors than CWGFX (0.80). EIPTX (28.00) and CWGFX (27.00) have comparable annual turnover. CWGFX has a lower initial minimum investment than EIPTX: CWGFX (250) vs EIPTX (25000000). EIPTX annual gain was more profitable for investors over the last year : 15.77 vs. CWGFX (13.72).
| CWGFX | EIPTX | CWGFX / EIPTX | |
| Total Expense Ratio | 0.80 | 0.25 | 320% |
| Annual Report Gross Expense Ratio | 0.80 | 1.55 | 52% |
| Fund Existence | 24 years | 4 years | - |
| Gain YTD | 14.969 | 15.178 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 51.4M | 266,537% |
| Annual Yield % from dividends | 1.42 | 0.98 | 145% |
| Returns for 1 year | 13.72 | 15.77 | 87% |
| Returns for 3 years | 50.80 | 48.08 | 106% |
| Returns for 5 years | 50.98 | N/A | - |
| Returns for 10 years | 62.85 | N/A | - |