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EIPTX vs FWCGX
EIPTX vs FWCGX Comparison
Open Charts EIPTX vs FWCGX
UBS Engage For Impact P2
Price$14.52
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets51.93M
American Funds Capital World Gr&Inc529F3
Price$71.10
Change+$0.25 (+0.35%)
VolumeN/A
Net Assets134.69B
EIPTX vs FWCGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 135B vs. EIPTX (51.9M). FWCGX pays higher dividends than EIPTX: FWCGX (1.73) vs EIPTX (0.98). EIPTX was incepted earlier than FWCGX: EIPTX (4 years) vs FWCGX (5 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 : 15.91 vs. FWCGX (9.93).
| 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 | 5 years | - |
| Gain YTD | 14.229 | 13.001 | 109% |
| 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 | 1.73 | 57% |
| Returns for 1 year | 15.91 | 9.93 | 160% |
| Returns for 3 years | 48.61 | 52.10 | 93% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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