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CWIEX vs EIPTX
CWIEX vs EIPTX Comparison
Open Charts CWIEX vs EIPTX
American Funds Capital World Gr&Inc 529E
Price$76.86
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
UBS Engage For Impact P2
Price$15.23
Change-$0.07 (-0.46%)
VolumeN/A
Net Assets50.69M
CWIEX vs EIPTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. EIPTX (50.7M). CWIEX pays higher dividends than EIPTX: CWIEX (1.14) vs EIPTX (0.93). 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 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). EIPTX annual gain was more profitable for investors over the last year : 14.73 vs. CWIEX (12.34).
| 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 | 21.753 | 20.870 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 50.7M | 280,079% |
| Annual Yield % from dividends | 1.14 | 0.93 | 123% |
| Returns for 1 year | 12.34 | 14.73 | 84% |
| Returns for 3 years | 49.28 | 43.91 | 112% |
| Returns for 5 years | 42.72 | N/A | - |
| Returns for 10 years | 98.13 | N/A | - |