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CWIEX vs EIPTX
CWIEX vs EIPTX Comparison
Open Charts CWIEX vs EIPTX
American Funds Capital World Gr&Inc 529E
Price$73.11
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
CWIEX vs EIPTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 138B vs. EIPTX (51.7M). 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). EIPTX annual gain was more profitable for investors over the last year : 16.68 vs. CWIEX (15.31).
| 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 | 16.523 | 17.628 | 94% |
| 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 | 1.22 | 0.97 | 126% |
| Returns for 1 year | 15.31 | 16.68 | 92% |
| Returns for 3 years | 49.81 | 45.49 | 109% |
| Returns for 5 years | 50.55 | N/A | - |
| Returns for 10 years | 95.02 | N/A | - |
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