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EIPTX vs RWBEX
EIPTX vs RWBEX Comparison
Open Charts EIPTX vs RWBEX
UBS Engage For Impact P2
Price$14.77
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets50.57M
American Funds Capital World Gr&Inc R2E
Price$74.40
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets140.16B
EIPTX vs RWBEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 140B vs. EIPTX (50.6M). RWBEX pays higher dividends than EIPTX: RWBEX (1.04) vs EIPTX (0.97). 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 (28.00) and RWBEX (27.00) have comparable annual turnover. RWBEX has a lower initial minimum investment than EIPTX: RWBEX (250) vs EIPTX (25000000). RWBEX (8.93) and EIPTX (8.50) have marching annual gain over last year.
| 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 | 16.601 | 18.461 | 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 | 50.6M | 140B | 0% |
| Annual Yield % from dividends | 0.97 | 1.04 | 93% |
| Returns for 1 year | 8.50 | 8.93 | 95% |
| Returns for 3 years | 62.04 | 67.72 | 92% |
| Returns for 5 years | N/A | 52.52 | - |
| Returns for 10 years | N/A | 86.65 | - |
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