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CWIEX vs EIPTX
CWIEX vs EIPTX Comparison
Open Charts CWIEX vs EIPTX
American Funds Capital World Gr&Inc 529E
Price$72.35
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
UBS Engage For Impact P2
Price$14.63
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets51.31M
CWIEX vs EIPTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. EIPTX (51.3M). CWIEX pays higher dividends than EIPTX: CWIEX (1.25) vs EIPTX (0.99). CWIEX was incepted earlier than EIPTX: CWIEX (23 years) vs EIPTX (4 years). EIPTX (1.55) is less costly to investors than CWIEX (1.00). EIPTX (28.00) and CWIEX (27.00) have comparable annual turnover. CWIEX has a lower initial minimum investment than EIPTX: CWIEX (250) vs EIPTX (25000000). EIPTX annual gain was more profitable for investors over the last year : 13.31 vs. CWIEX (11.15).
| CWIEX | EIPTX | CWIEX / EIPTX | |
| Total Expense Ratio | 1.00 | 0.25 | 400% |
| Annual Report Gross Expense Ratio | 1.00 | 1.55 | 65% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 15.312 | 15.652 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 51.3M | 267,057% |
| Annual Yield % from dividends | 1.25 | 0.99 | 126% |
| Returns for 1 year | 11.15 | 13.31 | 84% |
| Returns for 3 years | 41.58 | 36.70 | 113% |
| Returns for 5 years | 49.58 | N/A | - |
| Returns for 10 years | 81.77 | N/A | - |
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