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CWIFX vs EIPTX
CWIFX vs EIPTX Comparison
Open Charts CWIFX vs EIPTX
American Funds Capital World Gr&Inc 529F
Price$74.66
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
UBS Engage For Impact P2
Price$13.65
Change-$1.36 (-9.06%)
VolumeN/A
Net Assets47.68M
CWIFX vs EIPTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. EIPTX (47.7M). CWIFX pays higher dividends than EIPTX: CWIFX (1.59) vs EIPTX (1.25). CWIFX was incepted earlier than EIPTX: CWIFX (23 years) vs EIPTX (5 years). EIPTX (1.68) is less costly to investors than CWIFX (0.86). EIPTX is a more actively managed with annual turnover of: 29.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than EIPTX: CWIFX (250) vs EIPTX (25000000). CWIFX annual gain was more profitable for investors over the last year : 16.37 vs. EIPTX (6.67).
| CWIFX | EIPTX | CWIFX / EIPTX | |
| Total Expense Ratio | 0.86 | 0.25 | 344% |
| Annual Report Gross Expense Ratio | 0.86 | 1.68 | 51% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 4.948 | 0.887 | 558% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 47.7M | 297,694% |
| Annual Yield % from dividends | 1.59 | 1.25 | 127% |
| Returns for 1 year | 16.37 | 6.67 | 246% |
| Returns for 3 years | 43.74 | 27.87 | 157% |
| Returns for 5 years | 34.32 | N/A | - |
| Returns for 10 years | 128.46 | N/A | - |
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