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EIPTX vs FCWGX
EIPTX vs FCWGX Comparison
Open Charts EIPTX vs FCWGX
UBS Engage For Impact P2
Price$15.23
Change-$0.07 (-0.46%)
VolumeN/A
Net Assets50.69M
American Funds Capital World Gr&Inc529F2
Price$77.37
Change+$0.54 (+0.70%)
VolumeN/A
Net Assets142.32B
EIPTX vs FCWGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 142B vs. EIPTX (50.7M). FCWGX pays higher dividends than EIPTX: FCWGX (1.55) vs EIPTX (0.93). 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 annual gain was more profitable for investors over the last year : 14.73 vs. FCWGX (12.92).
| 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 | 20.870 | 22.300 | 94% |
| 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 | 142B | 0% |
| Annual Yield % from dividends | 0.93 | 1.55 | 60% |
| Returns for 1 year | 14.73 | 12.92 | 114% |
| Returns for 3 years | 43.91 | 51.62 | 85% |
| Returns for 5 years | N/A | 46.38 | - |
| Returns for 10 years | N/A | N/A | - |
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