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CWIFX vs EIPTX
CWIFX vs EIPTX Comparison
Open Charts CWIFX vs EIPTX
American Funds Capital World Gr&Inc 529F
Price$71.28
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
UBS Engage For Impact P2
Price$14.57
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets52.23M
CWIFX vs EIPTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 136B vs. EIPTX (52.2M). CWIFX pays higher dividends than EIPTX: CWIFX (1.60) vs EIPTX (0.98). CWIFX was incepted earlier than EIPTX: CWIFX (23 years) vs EIPTX (4 years). EIPTX (1.55) is less costly to investors than CWIFX (0.86). EIPTX (28.00) and CWIFX (27.00) have comparable annual turnover. 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 : 15.96 vs. CWIFX (9.49).
| 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 | 4 years | - |
| Gain YTD | 13.657 | 15.178 | 90% |
| 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 | 1.60 | 0.98 | 163% |
| Returns for 1 year | 9.49 | 15.96 | 59% |
| Returns for 3 years | 52.32 | 49.85 | 105% |
| Returns for 5 years | 58.16 | N/A | - |
| Returns for 10 years | 87.92 | N/A | - |
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