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FWCGX vs UEIPX
FWCGX vs UEIPX Comparison
Open Charts FWCGX vs UEIPX
American Funds Capital World Gr&Inc529F3
Price$69.65
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets132.87B
UBS Engage For Impact P
Price$14.15
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets51.86M
FWCGX vs UEIPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 133B vs. UEIPX (51.9M). 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 : 13.30 vs. FWCGX (7.95).
| 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 | 10.696 | 12.540 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 51.9M | 256,262% |
| Annual Yield % from dividends | 1.81 | 1.13 | 160% |
| Returns for 1 year | 7.95 | 13.30 | 60% |
| Returns for 3 years | 46.15 | 40.20 | 115% |
| Returns for 5 years | N/A | 46.48 | - |
| Returns for 10 years | N/A | N/A | - |
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