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EIPTX vs FCWGX
EIPTX vs FCWGX Comparison
Open Charts EIPTX vs FCWGX
UBS Engage For Impact P2
Price$14.65
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets48.92M
American Funds Capital World Gr&Inc529F2
Price$74.81
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
EIPTX vs FCWGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 139B vs. EIPTX (48.9M). FCWGX pays higher dividends than EIPTX: FCWGX (1.56) vs EIPTX (0.96). EIPTX was incepted earlier than FCWGX: EIPTX (5 years) vs FCWGX (5 years). EIPTX (1.68) is less costly to investors than FCWGX (0.52). EIPTX is a more actively managed with annual turnover of: 29.00 vs. FCWGX (27.00). FCWGX has a lower initial minimum investment than EIPTX: FCWGX (250) vs EIPTX (25000000). EIPTX annual gain was more profitable for investors over the last year : 13.40 vs. FCWGX (12.49).
| EIPTX | FCWGX | EIPTX / FCWGX | |
| Total Expense Ratio | 0.25 | 0.52 | 48% |
| Annual Report Gross Expense Ratio | 1.68 | 0.52 | 323% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 15.652 | 19.208 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 250 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.9M | 139B | 0% |
| Annual Yield % from dividends | 0.96 | 1.56 | 61% |
| Returns for 1 year | 13.40 | 12.49 | 107% |
| Returns for 3 years | 41.44 | 52.91 | 78% |
| Returns for 5 years | N/A | 46.85 | - |
| Returns for 10 years | N/A | N/A | - |
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