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FWCGX vs UEIPX
FWCGX vs UEIPX Comparison
Open Charts FWCGX vs UEIPX
American Funds Capital World Gr&Inc529F3
Price$72.48
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.3B
UBS Engage For Impact P
Price$14.46
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets51.44M
FWCGX vs UEIPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 137B vs. UEIPX (51.4M). FWCGX pays higher dividends than UEIPX: FWCGX (1.73) vs UEIPX (1.06). 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 : 15.08 vs. FWCGX (14.12).
| 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 | 15.194 | 14.762 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 51.4M | 266,537% |
| Annual Yield % from dividends | 1.73 | 1.06 | 163% |
| Returns for 1 year | 14.12 | 15.08 | 94% |
| Returns for 3 years | 53.88 | 45.36 | 119% |
| Returns for 5 years | N/A | 39.28 | - |
| Returns for 10 years | N/A | N/A | - |
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