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CWIFX vs EIPTX
CWIFX vs EIPTX Comparison
Open Charts CWIFX vs EIPTX
American Funds Capital World Gr&Inc 529F
Price$77.03
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
UBS Engage For Impact P2
Price$15.23
Change-$0.07 (-0.46%)
VolumeN/A
Net Assets50.69M
CWIFX vs EIPTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. EIPTX (50.7M). CWIFX pays higher dividends than EIPTX: CWIFX (1.48) vs EIPTX (0.93). CWIFX was incepted earlier than EIPTX: CWIFX (23 years) vs EIPTX (5 years). EIPTX (1.55) 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). EIPTX annual gain was more profitable for investors over the last year : 14.73 vs. CWIFX (12.79).
| CWIFX | EIPTX | CWIFX / EIPTX | |
| Total Expense Ratio | 0.86 | 0.25 | 344% |
| Annual Report Gross Expense Ratio | 0.86 | 1.55 | 55% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 22.203 | 20.870 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 50.7M | 280,079% |
| Annual Yield % from dividends | 1.48 | 0.93 | 160% |
| Returns for 1 year | 12.79 | 14.73 | 87% |
| Returns for 3 years | 51.07 | 43.91 | 116% |
| Returns for 5 years | 45.56 | N/A | - |
| Returns for 10 years | 106.66 | N/A | - |
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