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EIPTX vs FCWGX
EIPTX vs FCWGX Comparison
Open Charts EIPTX vs FCWGX
UBS Engage For Impact P2
Price$15.04
Change+$0.13 (+0.87%)
VolumeN/A
Net Assets50.46M
American Funds Capital World Gr&Inc529F2
Price$76.22
Change+$0.79 (+1.05%)
VolumeN/A
Net Assets140.77B
EIPTX vs FCWGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 141B vs. EIPTX (50.5M). FCWGX pays higher dividends than EIPTX: FCWGX (1.60) vs EIPTX (0.96). EIPTX was incepted earlier than FCWGX: EIPTX (5 years) vs FCWGX (5 years). EIPTX (1.55) is less costly to investors than FCWGX (0.52). EIPTX is a more actively managed with annual turnover of: 29.00 vs. FCWGX (27.00). FCWGX has a lower initial minimum investment than EIPTX: FCWGX (250) vs EIPTX (25000000). EIPTX (12.27) and FCWGX (11.79) have marching annual gain over last year.
| EIPTX | FCWGX | EIPTX / FCWGX | |
| Total Expense Ratio | 0.25 | 0.52 | 48% |
| Annual Report Gross Expense Ratio | 1.55 | 0.52 | 298% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 18.893 | 21.455 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 250 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.5M | 141B | 0% |
| Annual Yield % from dividends | 0.96 | 1.60 | 60% |
| Returns for 1 year | 12.27 | 11.79 | 104% |
| Returns for 3 years | 57.51 | 69.45 | 83% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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