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$75.76
Change+$0.79 (+1.05%)
VolumeN/A
Net Assets140.77B
UBS Engage For Impact P2
Price$15.04
Change+$0.13 (+0.87%)
VolumeN/A
Net Assets50.46M
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: 141B vs. EIPTX (50.5M). CWIEX pays higher dividends than EIPTX: CWIEX (1.17) vs EIPTX (0.96). 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 : 12.27 vs. CWIEX (11.21).
| 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 | 20.987 | 18.893 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 50.5M | 279,208% |
| Annual Yield % from dividends | 1.17 | 0.96 | 122% |
| Returns for 1 year | 11.21 | 12.27 | 91% |
| Returns for 3 years | 66.85 | 57.51 | 116% |
| Returns for 5 years | 54.57 | N/A | - |
| Returns for 10 years | 93.83 | N/A | - |