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FWCGX vs UEIPX
FWCGX vs UEIPX Comparison
Open Charts FWCGX vs UEIPX
American Funds Capital World Gr&Inc529F3
Price$74.72
Change-$0.68 (-0.90%)
VolumeN/A
Net Assets139.93B
UBS Engage For Impact P
Price$14.49
Change-$0.13 (-0.89%)
VolumeN/A
Net Assets49.38M
FWCGX vs UEIPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 140B vs. UEIPX (49.4M). FWCGX pays higher dividends than UEIPX: FWCGX (1.61) vs UEIPX (1.03). 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 is a more actively managed with annual turnover of: 29.00 vs. FWCGX (27.00). FWCGX has a lower initial minimum investment than UEIPX: FWCGX (250) vs UEIPX (2000000). UEIPX annual gain was more profitable for investors over the last year : 13.58 vs. FWCGX (12.48). FWCGX return over 5 years is better than : 46.87 vs. UEIPX (22.63).
| 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 | 19.148 | 16.032 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 49.4M | 283,401% |
| Annual Yield % from dividends | 1.61 | 1.03 | 156% |
| Returns for 1 year | 12.48 | 13.58 | 92% |
| Returns for 3 years | 52.92 | 40.06 | 132% |
| Returns for 5 years | 46.87 | 22.63 | 207% |
| Returns for 10 years | N/A | N/A | - |
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