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CWGFX vs EIPTX
CWGFX vs EIPTX Comparison
Open Charts CWGFX vs EIPTX
American Funds Capital World Gr&Inc F1
Price$74.74
Change+$0.22 (+0.30%)
VolumeN/A
Net Assets140.16B
UBS Engage For Impact P2
Price$14.77
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets50.57M
CWGFX vs EIPTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 140B vs. EIPTX (50.6M). CWGFX pays higher dividends than EIPTX: CWGFX (1.39) vs EIPTX (0.97). CWGFX was incepted earlier than EIPTX: CWGFX (25 years) vs EIPTX (5 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). CWGFX annual gain was more profitable for investors over the last year : 9.72 vs. EIPTX (8.50).
| CWGFX | EIPTX | CWGFX / EIPTX | |
| Total Expense Ratio | 0.80 | 0.25 | 320% |
| Annual Report Gross Expense Ratio | 0.80 | 1.55 | 52% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | 18.797 | 16.601 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 50.6M | 276,680% |
| Annual Yield % from dividends | 1.39 | 0.97 | 144% |
| Returns for 1 year | 9.72 | 8.50 | 114% |
| Returns for 3 years | 70.47 | 62.04 | 114% |
| Returns for 5 years | 52.73 | N/A | - |
| Returns for 10 years | 82.85 | N/A | - |
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