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EIPTX vs RWBEX
EIPTX vs RWBEX Comparison
Open Charts EIPTX vs RWBEX
UBS Engage For Impact P2
Price$15.27
Change+$0.17 (+1.13%)
VolumeN/A
Net Assets50.68M
American Funds Capital World Gr&Inc R2E
Price$77.21
Change+$0.32 (+0.42%)
VolumeN/A
Net Assets143.54B
EIPTX vs RWBEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 144B vs. EIPTX (50.7M). RWBEX (0.98) and EIPTX (0.96) have matching dividends . EIPTX was incepted earlier than RWBEX: EIPTX (5 years) vs RWBEX (11 years). EIPTX (1.55) is less costly to investors than RWBEX (1.21). EIPTX is a more actively managed with annual turnover of: 29.00 vs. RWBEX (27.00). RWBEX has a lower initial minimum investment than EIPTX: RWBEX (250) vs EIPTX (25000000). EIPTX annual gain was more profitable for investors over the last year : 15.35 vs. RWBEX (14.51).
| EIPTX | RWBEX | EIPTX / RWBEX | |
| Total Expense Ratio | 0.25 | 1.21 | 21% |
| Annual Report Gross Expense Ratio | 1.55 | 1.21 | 128% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 20.711 | 22.935 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 250 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.7M | 144B | 0% |
| Annual Yield % from dividends | 0.96 | 0.98 | 98% |
| Returns for 1 year | 15.35 | 14.51 | 106% |
| Returns for 3 years | 45.45 | 54.21 | 84% |
| Returns for 5 years | N/A | 45.30 | - |
| Returns for 10 years | N/A | 82.55 | - |
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