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EIPTX vs FCWGX
EIPTX vs FCWGX Comparison
Open Charts EIPTX vs FCWGX
UBS Engage For Impact P2
Price$14.88
Change+$0.17 (+1.16%)
VolumeN/A
Net Assets51.65M
American Funds Capital World Gr&Inc529F2
Price$73.60
Change+$0.67 (+0.92%)
VolumeN/A
Net Assets137.57B
EIPTX vs FCWGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 138B vs. EIPTX (51.7M). 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). EIPTX (16.68) and FCWGX (15.89) 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 | 17.628 | 16.905 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 250 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.7M | 138B | 0% |
| Annual Yield % from dividends | 0.97 | 1.64 | 59% |
| Returns for 1 year | 16.68 | 15.89 | 105% |
| Returns for 3 years | 45.49 | 52.12 | 87% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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