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FCWGX vs UEIPX
FCWGX vs UEIPX Comparison
Open Charts FCWGX vs UEIPX
American Funds Capital World Gr&Inc529F2
Price$72.75
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets137.56B
UBS Engage For Impact P
Price$14.49
Change-$0.06 (-0.41%)
VolumeN/A
Net Assets51.45M
FCWGX vs UEIPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 138B vs. UEIPX (51.4M). FCWGX pays higher dividends than UEIPX: FCWGX (1.68) vs UEIPX (1.07). 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 : 14.71 vs. FCWGX (13.40).
| 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 | 15.555 | 15.476 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 51.4M | 268,482% |
| Annual Yield % from dividends | 1.68 | 1.07 | 157% |
| Returns for 1 year | 13.40 | 14.71 | 91% |
| Returns for 3 years | 43.79 | 34.45 | 127% |
| Returns for 5 years | N/A | 36.43 | - |
| Returns for 10 years | N/A | N/A | - |