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EIPTX vs RWBEX
EIPTX vs RWBEX Comparison
Open Charts EIPTX vs RWBEX
UBS Engage For Impact P2
Price$15.04
Change+$0.13 (+0.87%)
VolumeN/A
Net Assets50.46M
American Funds Capital World Gr&Inc R2E
Price$75.86
Change+$0.79 (+1.05%)
VolumeN/A
Net Assets140.77B
EIPTX vs RWBEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 141B vs. EIPTX (50.5M). RWBEX (1.00) 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 : 12.27 vs. RWBEX (10.97).
| 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 | 18.893 | 20.785 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 250 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.5M | 141B | 0% |
| Annual Yield % from dividends | 0.96 | 1.00 | 96% |
| Returns for 1 year | 12.27 | 10.97 | 112% |
| Returns for 3 years | 57.51 | 65.01 | 88% |
| Returns for 5 years | N/A | 50.47 | - |
| Returns for 10 years | N/A | 72.65 | - |
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