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EIPTX vs FCWGX
EIPTX vs FCWGX Comparison
Open Charts EIPTX vs FCWGX
UBS Engage For Impact P2
Price$13.85
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets51.32M
American Funds Capital World Gr&Inc529F2
Price$69.10
Change+$0.25 (+0.36%)
VolumeN/A
Net Assets130.86B
EIPTX vs FCWGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 131B vs. EIPTX (51.3M). FCWGX pays higher dividends than EIPTX: FCWGX (1.75) vs EIPTX (1.04). EIPTX was incepted earlier than FCWGX: EIPTX (4 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 annual gain was more profitable for investors over the last year : 9.56 vs. FCWGX (6.63).
| EIPTX | FCWGX | EIPTX / FCWGX | |
| Total Expense Ratio | 0.25 | 0.52 | 48% |
| Annual Report Gross Expense Ratio | 1.55 | 0.52 | 298% |
| Fund Existence | 4 years | 5 years | - |
| Gain YTD | 9.170 | 9.146 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 250 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.3M | 131B | 0% |
| Annual Yield % from dividends | 1.04 | 1.75 | 60% |
| Returns for 1 year | 9.56 | 6.63 | 144% |
| Returns for 3 years | 25.96 | 32.24 | 81% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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