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FWCGX vs UEIPX
FWCGX vs UEIPX Comparison
Open Charts FWCGX vs UEIPX
American Funds Capital World Gr&Inc529F3
Price$73.25
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
UBS Engage For Impact P
Price$14.71
Change+$0.12 (+0.82%)
VolumeN/A
Net Assets51.52M
FWCGX vs UEIPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 137B vs. UEIPX (51.5M). FWCGX pays higher dividends than UEIPX: FWCGX (1.69) vs UEIPX (1.05). FWCGX was incepted earlier than UEIPX: FWCGX (5 years) vs UEIPX (7 years). UEIPX (1.52) is less costly to investors than FWCGX (0.47). UEIPX (28.00) and FWCGX (27.00) have comparable annual turnover. FWCGX has a lower initial minimum investment than UEIPX: FWCGX (250) vs UEIPX (2000000). UEIPX (13.93) and FWCGX (13.51) have marching annual gain over last year.
| FWCGX | UEIPX | FWCGX / UEIPX | |
| Total Expense Ratio | 0.47 | 0.85 | 55% |
| Annual Report Gross Expense Ratio | 0.47 | 1.52 | 31% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 16.418 | 16.746 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 51.5M | 266,019% |
| Annual Yield % from dividends | 1.69 | 1.05 | 162% |
| Returns for 1 year | 13.51 | 13.93 | 97% |
| Returns for 3 years | 57.05 | 49.35 | 116% |
| Returns for 5 years | N/A | 38.18 | - |
| Returns for 10 years | N/A | N/A | - |