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FWCGX vs UEIPX
FWCGX vs UEIPX Comparison
Open Charts FWCGX vs UEIPX
American Funds Capital World Gr&Inc529F3
Price$63.87
Change+$0.23 (+0.36%)
VolumeN/A
Net Assets122.78B
UBS Engage For Impact P
Price$12.35
Change+$0.09 (+0.73%)
VolumeN/A
Net Assets47.02M
FWCGX vs UEIPX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 123B vs. UEIPX (47M). FWCGX pays higher dividends than UEIPX: FWCGX (1.93) vs UEIPX (1.24). FWCGX was incepted earlier than UEIPX: FWCGX (4 years) vs UEIPX (6 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). FWCGX annual gain was more profitable for investors over the last year : 1.16 vs. UEIPX (-1.58).
| FWCGX | UEIPX | FWCGX / UEIPX | |
| Total Expense Ratio | 0.47 | 0.85 | 55% |
| Annual Report Gross Expense Ratio | 0.47 | 1.52 | 31% |
| Fund Existence | 4 years | 6 years | - |
| Gain YTD | 0.931 | -2.698 | -34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 47M | 261,702% |
| Annual Yield % from dividends | 1.93 | 1.24 | 156% |
| Returns for 1 year | 1.16 | -1.58 | -74% |
| Returns for 3 years | 15.40 | 4.21 | 365% |
| Returns for 5 years | N/A | 56.03 | - |
| Returns for 10 years | N/A | N/A | - |
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