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EIPTX vs FCWGX
EIPTX vs FCWGX Comparison
Open Charts EIPTX vs FCWGX
UBS Engage For Impact P2
Price$14.52
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets51.93M
American Funds Capital World Gr&Inc529F2
Price$71.13
Change+$0.25 (+0.35%)
VolumeN/A
Net Assets134.69B
EIPTX vs FCWGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 135B vs. EIPTX (51.9M). FCWGX pays higher dividends than EIPTX: FCWGX (1.68) vs EIPTX (0.98). 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 : 15.91 vs. FCWGX (9.90).
| 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 | 14.229 | 12.982 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 250 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.9M | 135B | 0% |
| Annual Yield % from dividends | 0.98 | 1.68 | 59% |
| Returns for 1 year | 15.91 | 9.90 | 161% |
| Returns for 3 years | 48.61 | 51.94 | 94% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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