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CWGFX vs EIPTX
CWGFX vs EIPTX Comparison
Open Charts CWGFX vs EIPTX
American Funds Capital World Gr&Inc F1
Price$73.37
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
UBS Engage For Impact P2
Price$14.88
Change+$0.17 (+1.16%)
VolumeN/A
Net Assets51.65M
CWGFX vs EIPTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 138B vs. EIPTX (51.7M). 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). EIPTX annual gain was more profitable for investors over the last year : 16.68 vs. CWGFX (15.54).
| 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 | 16.671 | 17.628 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 51.7M | 266,925% |
| Annual Yield % from dividends | 1.39 | 0.97 | 144% |
| Returns for 1 year | 15.54 | 16.68 | 93% |
| Returns for 3 years | 49.28 | 45.49 | 108% |
| Returns for 5 years | 48.28 | N/A | - |
| Returns for 10 years | 76.04 | N/A | - |
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