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FCWGX vs UEIPX
FCWGX vs UEIPX Comparison
Open Charts FCWGX vs UEIPX
American Funds Capital World Gr&Inc529F2
Price$63.44
Change+$0.32 (+0.51%)
VolumeN/A
Net Assets121.38B
UBS Engage For Impact P
Price$12.54
Change+$0.07 (+0.56%)
VolumeN/A
Net Assets48.13M
FCWGX vs UEIPX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 121B vs. UEIPX (48.1M). FCWGX pays higher dividends than UEIPX: FCWGX (1.87) vs UEIPX (1.24). FCWGX was incepted earlier than UEIPX: FCWGX (4 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). FCWGX annual gain was more profitable for investors over the last year : 2.51 vs. UEIPX (1.72).
| FCWGX | UEIPX | FCWGX / UEIPX | |
| Total Expense Ratio | 0.52 | 0.85 | 61% |
| Annual Report Gross Expense Ratio | 0.52 | 1.52 | 34% |
| Fund Existence | 4 years | 7 years | - |
| Gain YTD | 0.205 | -1.032 | -20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 48.1M | 251,559% |
| Annual Yield % from dividends | 1.87 | 1.24 | 151% |
| Returns for 1 year | 2.51 | 1.72 | 145% |
| Returns for 3 years | 25.51 | 14.40 | 177% |
| Returns for 5 years | N/A | 41.19 | - |
| Returns for 10 years | N/A | N/A | - |
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