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CWIEX vs EIPTX
CWIEX vs EIPTX Comparison
Open Charts CWIEX vs EIPTX
American Funds Capital World Gr&Inc 529E
Price$74.50
Change+$0.21 (+0.28%)
VolumeN/A
Net Assets140.16B
UBS Engage For Impact P2
Price$14.77
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets50.57M
CWIEX vs EIPTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 140B vs. EIPTX (50.6M). CWIEX pays higher dividends than EIPTX: CWIEX (1.22) vs EIPTX (0.97). CWIEX was incepted earlier than EIPTX: CWIEX (24 years) vs EIPTX (5 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). CWIEX annual gain was more profitable for investors over the last year : 9.50 vs. EIPTX (8.50).
| CWIEX | EIPTX | CWIEX / EIPTX | |
| Total Expense Ratio | 1.00 | 0.25 | 400% |
| Annual Report Gross Expense Ratio | 1.00 | 1.55 | 65% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 18.639 | 16.601 | 112% |
| 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 | 1.22 | 0.97 | 126% |
| Returns for 1 year | 9.50 | 8.50 | 112% |
| Returns for 3 years | 70.46 | 62.04 | 114% |
| Returns for 5 years | 54.50 | N/A | - |
| Returns for 10 years | 101.81 | N/A | - |
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