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FCWGX vs UEIPX
FCWGX vs UEIPX Comparison
Open Charts FCWGX vs UEIPX
American Funds Capital World Gr&Inc529F2
Price$66.30
Change-$0.89 (-1.32%)
VolumeN/A
Net Assets128.43B
UBS Engage For Impact P
Price$12.96
Change-$0.24 (-1.82%)
VolumeN/A
Net Assets50.98M
FCWGX vs UEIPX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 128B vs. UEIPX (51M). FCWGX pays higher dividends than UEIPX: FCWGX (1.91) vs UEIPX (0.62). FCWGX was incepted earlier than UEIPX: FCWGX (4 years) vs UEIPX (6 years). FCWGX is a more actively managed with annual turnover of: 27.00 vs. UEIPX (21.00). FCWGX has a lower initial minimum investment than UEIPX: FCWGX (250) vs UEIPX (2000000). UEIPX (7.54) and FCWGX (7.36) have marching annual gain over last year.
| FCWGX | UEIPX | FCWGX / UEIPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 6 years | - |
| Gain YTD | 4.344 | 2.857 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 51M | 250,980% |
| Annual Yield % from dividends | 1.91 | 0.62 | 308% |
| Returns for 1 year | 7.36 | 7.54 | 98% |
| Returns for 3 years | 19.86 | 11.47 | 173% |
| Returns for 5 years | N/A | 20.42 | - |
| Returns for 10 years | N/A | N/A | - |