Interact to see
Advertisement
Advertisement
CWIFX vs EIPTX
CWIFX vs EIPTX Comparison
Open Charts CWIFX vs EIPTX
American Funds Capital World Gr&Inc 529F
Price$77.27
Change+$0.32 (+0.42%)
VolumeN/A
Net Assets143.54B
UBS Engage For Impact P2
Price$15.27
Change+$0.17 (+1.13%)
VolumeN/A
Net Assets50.68M
CWIFX vs EIPTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 144B vs. EIPTX (50.7M). CWIFX pays higher dividends than EIPTX: CWIFX (1.49) vs EIPTX (0.96). 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 (15.35) and CWIFX (15.20) have marching annual gain over last year.
| 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 | 23.579 | 20.711 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 50.7M | 284,024% |
| Annual Yield % from dividends | 1.49 | 0.96 | 156% |
| Returns for 1 year | 15.20 | 15.35 | 99% |
| Returns for 3 years | 57.77 | 45.45 | 127% |
| Returns for 5 years | 52.22 | N/A | - |
| Returns for 10 years | 113.80 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement