Interact to see
Advertisement
Advertisement
CWGFX vs EIPTX
CWGFX vs EIPTX Comparison
Open Charts CWGFX vs EIPTX
American Funds Capital World Gr&Inc F1
Price$71.40
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
UBS Engage For Impact P2
Price$14.57
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets52.23M
CWGFX vs EIPTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 136B vs. EIPTX (52.2M). 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 : 15.96 vs. CWGFX (9.29).
| 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 | 13.538 | 15.178 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 52.2M | 260,536% |
| Annual Yield % from dividends | 1.42 | 0.98 | 145% |
| Returns for 1 year | 9.29 | 15.96 | 58% |
| Returns for 3 years | 50.04 | 49.85 | 100% |
| Returns for 5 years | 52.71 | N/A | - |
| Returns for 10 years | 62.66 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement