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CWIFX vs EIPTX
CWIFX vs EIPTX Comparison
Open Charts CWIFX vs EIPTX
American Funds Capital World Gr&Inc 529F
Price$73.80
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
UBS Engage For Impact P2
Price$13.68
Change-$0.11 (-0.80%)
VolumeN/A
Net Assets48.46M
CWIFX vs EIPTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. EIPTX (48.5M). CWIFX pays higher dividends than EIPTX: CWIFX (1.66) vs EIPTX (1.26). CWIFX was incepted earlier than EIPTX: CWIFX (23 years) vs EIPTX (5 years). EIPTX (1.68) 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). CWIFX annual gain was more profitable for investors over the last year : 19.06 vs. EIPTX (9.87).
| CWIFX | EIPTX | CWIFX / EIPTX | |
| Total Expense Ratio | 0.86 | 0.25 | 344% |
| Annual Report Gross Expense Ratio | 0.86 | 1.68 | 51% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 3.739 | 1.109 | 337% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 48.5M | 292,784% |
| Annual Yield % from dividends | 1.66 | 1.26 | 132% |
| Returns for 1 year | 19.06 | 9.87 | 193% |
| Returns for 3 years | 44.05 | 30.74 | 143% |
| Returns for 5 years | 34.95 | N/A | - |
| Returns for 10 years | 127.65 | N/A | - |
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