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CWIEX vs EIPTX
CWIEX vs EIPTX Comparison
Open Charts CWIEX vs EIPTX
American Funds Capital World Gr&Inc 529E
Price$74.52
Change-$1.08 (-1.43%)
VolumeN/A
Net Assets142.37B
UBS Engage For Impact P2
Price$13.65
Change-$1.36 (-9.06%)
VolumeN/A
Net Assets47.68M
CWIEX vs EIPTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. EIPTX (47.7M). EIPTX (1.25) and CWIEX (1.24) have matching dividends . CWIEX was incepted earlier than EIPTX: CWIEX (24 years) vs EIPTX (5 years). EIPTX (1.68) is less costly to investors than CWIEX (1.00). EIPTX is a more actively managed with annual turnover of: 29.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than EIPTX: CWIEX (250) vs EIPTX (25000000). CWIEX annual gain was more profitable for investors over the last year : 15.93 vs. EIPTX (6.67).
| CWIEX | EIPTX | CWIEX / EIPTX | |
| Total Expense Ratio | 1.00 | 0.25 | 400% |
| Annual Report Gross Expense Ratio | 1.00 | 1.68 | 60% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 4.913 | 0.887 | 554% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 47.7M | 297,694% |
| Annual Yield % from dividends | 1.24 | 1.25 | 99% |
| Returns for 1 year | 15.93 | 6.67 | 239% |
| Returns for 3 years | 42.06 | 27.87 | 151% |
| Returns for 5 years | 31.71 | N/A | - |
| Returns for 10 years | 119.07 | N/A | - |
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