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FWCGX vs UEIPX
FWCGX vs UEIPX Comparison
Open Charts FWCGX vs UEIPX
American Funds Capital World Gr&Inc529F3
Price$76.12
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets142.48B
UBS Engage For Impact P
Price$14.94
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets51.22M
FWCGX vs UEIPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 142B vs. UEIPX (51.2M). FWCGX pays higher dividends than UEIPX: FWCGX (1.64) vs UEIPX (1.04). 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). FWCGX (12.59) and UEIPX (12.06) have marching annual gain over last year.
| 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 | 21.381 | 18.254 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 51.2M | 277,344% |
| Annual Yield % from dividends | 1.64 | 1.04 | 158% |
| Returns for 1 year | 12.59 | 12.06 | 104% |
| Returns for 3 years | 72.44 | 57.73 | 125% |
| Returns for 5 years | N/A | 34.55 | - |
| Returns for 10 years | N/A | N/A | - |
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