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CWIEX vs EIPTX
CWIEX vs EIPTX Comparison
Open Charts CWIEX vs EIPTX
American Funds Capital World Gr&Inc 529E
Price$77.12
Change+$0.32 (+0.42%)
VolumeN/A
Net Assets143.54B
UBS Engage For Impact P2
Price$15.27
Change+$0.17 (+1.13%)
VolumeN/A
Net Assets50.68M
CWIEX vs EIPTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 144B vs. EIPTX (50.7M). CWIEX pays higher dividends than EIPTX: CWIEX (1.15) 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 (15.35) and CWIEX (14.74) have marching annual gain over last year.
| 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 | 23.158 | 20.711 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 50.7M | 284,024% |
| Annual Yield % from dividends | 1.15 | 0.96 | 120% |
| Returns for 1 year | 14.74 | 15.35 | 96% |
| Returns for 3 years | 55.93 | 45.45 | 123% |
| Returns for 5 years | 49.27 | N/A | - |
| Returns for 10 years | 105.00 | N/A | - |
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