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FWGIX vs UEIPX
FWGIX vs UEIPX Comparison
Open Charts FWGIX vs UEIPX
American Funds Capital World Gr&Inc F3
Price$65.40
Change-$4.75 (-6.77%)
VolumeN/A
CapitalizationN/A
UBS Engage For Impact P
Price$13.07
Change-$0.61 (-4.46%)
VolumeN/A
CapitalizationN/A
FWGIX vs UEIPX Comparison Chart
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FWGIX vs. UEIPX commentary
Dec 18, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FWGIX is a Buy and UEIPX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 130B vs. UEIPX (53.6M). FWGIX pays higher dividends than UEIPX: FWGIX (1.99) vs UEIPX (0.62). FWGIX was incepted earlier than UEIPX: FWGIX (8 years) vs UEIPX (6 years). FWGIX is a more actively managed with annual turnover of: 27.00 vs. UEIPX (21.00). FWGIX has a lower initial minimum investment than UEIPX: FWGIX (1000000) vs UEIPX (2000000). UEIPX annual gain was more profitable for investors over the last year : 16.67 vs. FWGIX (12.35). FWGIX return over 5 years is better than : 33.77 vs. UEIPX (24.86).
| FWGIX | UEIPX | FWGIX / UEIPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 6 years | - |
| Gain YTD | 10.741 | 15.397 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 53.6M | 242,537% |
| Annual Yield % from dividends | 1.99 | 0.62 | 322% |
| Returns for 1 year | 12.35 | 16.67 | 74% |
| Returns for 3 years | 10.63 | -3.71 | -286% |
| Returns for 5 years | 33.77 | 24.86 | 136% |
| Returns for 10 years | N/A | N/A | - |
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