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EIPTX vs FCWGX
EIPTX vs FCWGX Comparison
Open Charts EIPTX vs FCWGX
UBS Engage For Impact P2
Price$15.04
Change+$0.10 (+0.67%)
VolumeN/A
Net Assets51.22M
American Funds Capital World Gr&Inc529F2
Price$76.10
Change+$0.34 (+0.45%)
VolumeN/A
Net Assets142.48B
EIPTX vs FCWGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 142B vs. EIPTX (51.2M). FCWGX pays higher dividends than EIPTX: FCWGX (1.60) vs EIPTX (0.96). EIPTX was incepted earlier than FCWGX: EIPTX (5 years) vs FCWGX (5 years). EIPTX (1.55) is less costly to investors than FCWGX (0.52). EIPTX (28.00) and FCWGX (27.00) have comparable annual turnover. FCWGX has a lower initial minimum investment than EIPTX: FCWGX (250) vs EIPTX (25000000). EIPTX (13.70) and FCWGX (13.34) have marching annual gain over last year.
| EIPTX | FCWGX | EIPTX / FCWGX | |
| Total Expense Ratio | 0.25 | 0.52 | 48% |
| Annual Report Gross Expense Ratio | 1.55 | 0.52 | 298% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 18.893 | 21.264 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 250 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.2M | 142B | 0% |
| Annual Yield % from dividends | 0.96 | 1.60 | 60% |
| Returns for 1 year | 13.70 | 13.34 | 103% |
| Returns for 3 years | 55.46 | 66.29 | 84% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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