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FWCGX vs UEIPX
FWCGX vs UEIPX Comparison
Open Charts FWCGX vs UEIPX
American Funds Capital World Gr&Inc529F3
Price$64.83
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
UBS Engage For Impact P
Price$12.85
Change+$0.06 (+0.47%)
VolumeN/A
Net Assets51.24M
FWCGX vs UEIPX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 127B vs. UEIPX (51.2M). FWCGX pays higher dividends than UEIPX: FWCGX (1.94) vs UEIPX (0.62). FWCGX was incepted earlier than UEIPX: FWCGX (4 years) vs UEIPX (6 years). FWCGX is a more actively managed with annual turnover of: 27.00 vs. UEIPX (21.00). FWCGX has a lower initial minimum investment than UEIPX: FWCGX (250) vs UEIPX (2000000). UEIPX (11.67) and FWCGX (11.26) have marching annual gain over last year.
| FWCGX | UEIPX | FWCGX / 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 | 2.062 | 1.984 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 51.2M | 248,047% |
| Annual Yield % from dividends | 1.94 | 0.62 | 314% |
| Returns for 1 year | 11.26 | 11.67 | 96% |
| Returns for 3 years | 11.80 | 2.96 | 399% |
| Returns for 5 years | N/A | 16.96 | - |
| Returns for 10 years | N/A | N/A | - |
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