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CWIFX vs EIPTX
CWIFX vs EIPTX Comparison
Open Charts CWIFX vs EIPTX
American Funds Capital World Gr&Inc 529F
Price$75.89
Change+$0.79 (+1.05%)
VolumeN/A
Net Assets140.77B
UBS Engage For Impact P2
Price$15.04
Change+$0.13 (+0.87%)
VolumeN/A
Net Assets50.46M
CWIFX vs EIPTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 141B vs. EIPTX (50.5M). CWIFX pays higher dividends than EIPTX: CWIFX (1.53) 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 annual gain was more profitable for investors over the last year : 12.27 vs. CWIFX (11.65).
| 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 | 21.372 | 18.893 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 50.5M | 279,208% |
| Annual Yield % from dividends | 1.53 | 0.96 | 159% |
| Returns for 1 year | 11.65 | 12.27 | 95% |
| Returns for 3 years | 68.82 | 57.51 | 120% |
| Returns for 5 years | 57.66 | N/A | - |
| Returns for 10 years | 102.18 | N/A | - |
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