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FCWGX vs UEIPX
FCWGX vs UEIPX Comparison
Open Charts FCWGX vs UEIPX
American Funds Capital World Gr&Inc529F2
Price$68.85
Change+$0.30 (+0.44%)
VolumeN/A
Net Assets130.88B
UBS Engage For Impact P
Price$13.67
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets51.22M
FCWGX vs UEIPX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 131B vs. UEIPX (51.2M). FCWGX pays higher dividends than UEIPX: FCWGX (1.75) vs UEIPX (1.13). FCWGX was incepted earlier than UEIPX: FCWGX (5 years) vs UEIPX (7 years). UEIPX (1.52) is less costly to investors than FCWGX (0.52). UEIPX (28.00) and FCWGX (27.00) have comparable annual turnover. FCWGX has a lower initial minimum investment than UEIPX: FCWGX (250) vs UEIPX (2000000). UEIPX annual gain was more profitable for investors over the last year : 8.90 vs. FCWGX (7.93).
| FCWGX | UEIPX | FCWGX / UEIPX | |
| Total Expense Ratio | 0.52 | 0.85 | 61% |
| Annual Report Gross Expense Ratio | 0.52 | 1.52 | 34% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 8.751 | 8.175 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 51.2M | 255,859% |
| Annual Yield % from dividends | 1.75 | 1.13 | 156% |
| Returns for 1 year | 7.93 | 8.90 | 89% |
| Returns for 3 years | 33.12 | 23.71 | 140% |
| Returns for 5 years | N/A | 32.03 | - |
| Returns for 10 years | N/A | N/A | - |
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