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CWIFX vs EIPTX
CWIFX vs EIPTX Comparison
Open Charts CWIFX vs EIPTX
American Funds Capital World Gr&Inc 529F
Price$72.49
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
UBS Engage For Impact P2
Price$14.63
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets51.31M
CWIFX vs EIPTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. EIPTX (51.3M). CWIFX pays higher dividends than EIPTX: CWIFX (1.60) vs EIPTX (0.99). CWIFX was incepted earlier than EIPTX: CWIFX (23 years) vs EIPTX (4 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 : 13.31 vs. CWIFX (11.58).
| 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 | 4 years | - |
| Gain YTD | 15.587 | 15.652 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 51.3M | 267,057% |
| Annual Yield % from dividends | 1.60 | 0.99 | 162% |
| Returns for 1 year | 11.58 | 13.31 | 87% |
| Returns for 3 years | 43.22 | 36.70 | 118% |
| Returns for 5 years | 52.56 | N/A | - |
| Returns for 10 years | 89.56 | N/A | - |
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