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EIPTX vs FWCGX
EIPTX vs FWCGX Comparison
Open Charts EIPTX vs FWCGX
UBS Engage For Impact P2
Price$13.43
Change-$0.20 (-1.47%)
VolumeN/A
Net Assets51.04M
American Funds Capital World Gr&Inc529F3
Price$67.13
Change-$0.70 (-1.03%)
VolumeN/A
Net Assets129.86B
EIPTX vs FWCGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 130B vs. EIPTX (51M). FWCGX pays higher dividends than EIPTX: FWCGX (1.91) vs EIPTX (1.11). 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 : 7.04 vs. FWCGX (3.32).
| 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 | 7.747 | 6.082 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 250 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51M | 130B | 0% |
| Annual Yield % from dividends | 1.11 | 1.91 | 58% |
| Returns for 1 year | 7.04 | 3.32 | 212% |
| Returns for 3 years | 31.77 | 35.47 | 90% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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