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CWIFX vs EIPTX
CWIFX vs EIPTX Comparison
Open Charts CWIFX vs EIPTX
American Funds Capital World Gr&Inc 529F
Price$74.61
Change+$0.21 (+0.28%)
VolumeN/A
Net Assets140.16B
UBS Engage For Impact P2
Price$14.77
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets50.57M
CWIFX vs EIPTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 140B vs. EIPTX (50.6M). 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). CWIFX annual gain was more profitable for investors over the last year : 9.94 vs. EIPTX (8.50).
| 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 | 18.989 | 16.601 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 50.6M | 276,680% |
| Annual Yield % from dividends | 1.57 | 0.97 | 162% |
| Returns for 1 year | 9.94 | 8.50 | 117% |
| Returns for 3 years | 72.46 | 62.04 | 117% |
| Returns for 5 years | 57.60 | N/A | - |
| Returns for 10 years | 110.47 | N/A | - |
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