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EIPTX vs FWCGX
EIPTX vs FWCGX Comparison
Open Charts EIPTX vs FWCGX
UBS Engage For Impact P2
Price$12.00
Change+$0.07 (+0.59%)
VolumeN/A
Net Assets45.79M
American Funds Capital World Gr&Inc529F3
Price$60.97
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
EIPTX vs FWCGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 117B vs. EIPTX (45.8M). FWCGX pays higher dividends than EIPTX: FWCGX (1.93) vs EIPTX (1.15). EIPTX was incepted earlier than FWCGX: EIPTX (4 years) vs FWCGX (4 years). EIPTX (1.55) is less costly to investors than FWCGX (0.47). EIPTX (28.00) and FWCGX (27.00) have comparable annual turnover. FWCGX has a lower initial minimum investment than EIPTX: FWCGX (250) vs EIPTX (25000000). EIPTX annual gain was more profitable for investors over the last year : -0.09 vs. FWCGX (-1.09).
| EIPTX | FWCGX | EIPTX / FWCGX | |
| Total Expense Ratio | 0.25 | 0.47 | 53% |
| Annual Report Gross Expense Ratio | 1.55 | 0.47 | 330% |
| Fund Existence | 4 years | 4 years | - |
| Gain YTD | -4.901 | -3.826 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 250 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.8M | 117B | 0% |
| Annual Yield % from dividends | 1.15 | 1.93 | 60% |
| Returns for 1 year | -0.09 | -1.09 | 8% |
| Returns for 3 years | 6.98 | 13.22 | 53% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |