Interact to see
Advertisement
Advertisement
FWCGX vs UEIPX
FWCGX vs UEIPX Comparison
Open Charts FWCGX vs UEIPX
American Funds Capital World Gr&Inc529F3
Price$68.83
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets130.88B
UBS Engage For Impact P
Price$13.67
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets51.22M
FWCGX vs UEIPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 131B vs. UEIPX (51.2M). FWCGX pays higher dividends than UEIPX: FWCGX (1.81) vs UEIPX (1.13). 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 annual gain was more profitable for investors over the last year : 8.90 vs. FWCGX (6.45).
| 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 | 8.769 | 8.175 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 51.2M | 255,859% |
| Annual Yield % from dividends | 1.81 | 1.13 | 160% |
| Returns for 1 year | 6.45 | 8.90 | 72% |
| Returns for 3 years | 32.84 | 23.71 | 139% |
| Returns for 5 years | N/A | 32.03 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement