Interact to see
Advertisement
Advertisement
CWIEX vs EIPTX
CWIEX vs EIPTX Comparison
Open Charts CWIEX vs EIPTX
American Funds Capital World Gr&Inc 529E
Price$71.17
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
UBS Engage For Impact P2
Price$14.57
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets52.23M
CWIEX vs EIPTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 136B vs. EIPTX (52.2M). CWIEX pays higher dividends than EIPTX: CWIEX (1.25) vs EIPTX (0.98). 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 : 15.96 vs. CWIEX (9.06).
| 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 | 13.431 | 15.178 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 52.2M | 260,536% |
| Annual Yield % from dividends | 1.25 | 0.98 | 127% |
| Returns for 1 year | 9.06 | 15.96 | 57% |
| Returns for 3 years | 50.57 | 49.85 | 101% |
| Returns for 5 years | 55.06 | N/A | - |
| Returns for 10 years | 80.16 | N/A | - |