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EIPTX vs FCWGX
EIPTX vs FCWGX Comparison
Open Charts EIPTX vs FCWGX
UBS Engage For Impact P2
Price$15.27
Change+$0.17 (+1.13%)
VolumeN/A
Net Assets50.68M
American Funds Capital World Gr&Inc529F2
Price$77.61
Change+$0.32 (+0.41%)
VolumeN/A
Net Assets143.54B
EIPTX vs FCWGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 144B vs. EIPTX (50.7M). FCWGX pays higher dividends than EIPTX: FCWGX (1.56) 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 (15.35) and FCWGX (15.32) 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 | 20.711 | 23.670 | 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 | 50.7M | 144B | 0% |
| Annual Yield % from dividends | 0.96 | 1.56 | 61% |
| Returns for 1 year | 15.35 | 15.32 | 100% |
| Returns for 3 years | 45.45 | 58.35 | 78% |
| Returns for 5 years | N/A | 53.05 | - |
| Returns for 10 years | N/A | N/A | - |
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