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EIPTX vs FCWGX
EIPTX vs FCWGX Comparison
Open Charts EIPTX vs FCWGX
UBS Engage For Impact P2
Price$14.77
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets50.57M
American Funds Capital World Gr&Inc529F2
Price$74.94
Change+$0.23 (+0.31%)
VolumeN/A
Net Assets140.16B
EIPTX vs FCWGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 140B vs. EIPTX (50.6M). FCWGX pays higher dividends than EIPTX: FCWGX (1.64) vs EIPTX (0.97). 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 (28.00) and FCWGX (27.00) have comparable annual turnover. FCWGX has a lower initial minimum investment than EIPTX: FCWGX (250) vs EIPTX (25000000). FCWGX annual gain was more profitable for investors over the last year : 10.05 vs. EIPTX (8.50).
| 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 | 16.601 | 19.049 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 250 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.6M | 140B | 0% |
| Annual Yield % from dividends | 0.97 | 1.64 | 59% |
| Returns for 1 year | 8.50 | 10.05 | 85% |
| Returns for 3 years | 62.04 | 73.08 | 85% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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