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CWIFX vs EIPTX
CWIFX vs EIPTX Comparison
Open Charts CWIFX vs EIPTX
American Funds Capital World Gr&Inc 529F
Price$73.27
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
UBS Engage For Impact P2
Price$14.88
Change+$0.17 (+1.16%)
VolumeN/A
Net Assets51.65M
CWIFX vs EIPTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 138B vs. EIPTX (51.7M). CWIFX pays higher dividends than EIPTX: CWIFX (1.57) vs EIPTX (0.97). 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 (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 : 16.68 vs. CWIFX (15.74).
| 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 | 16.830 | 17.628 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 51.7M | 266,925% |
| Annual Yield % from dividends | 1.57 | 0.97 | 162% |
| Returns for 1 year | 15.74 | 16.68 | 94% |
| Returns for 3 years | 51.54 | 45.49 | 113% |
| Returns for 5 years | 53.52 | N/A | - |
| Returns for 10 years | 103.39 | N/A | - |
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