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EIPTX vs FWCGX
EIPTX vs FWCGX Comparison
Open Charts EIPTX vs FWCGX
UBS Engage For Impact P2
Price$14.57
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets52.23M
American Funds Capital World Gr&Inc529F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
EIPTX vs FWCGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 136B vs. EIPTX (52.2M). FWCGX pays higher dividends than EIPTX: FWCGX (1.73) vs EIPTX (0.98). EIPTX was incepted earlier than FWCGX: EIPTX (4 years) vs FWCGX (5 years). EIPTX (1.55) is less costly to investors than FWCGX (0.47). EIPTX (28.00) and FWCGX (27.00) have comparable annual turnover. FWCGX has a lower initial minimum investment than EIPTX: FWCGX (250) vs EIPTX (25000000). EIPTX annual gain was more profitable for investors over the last year : 15.96 vs. FWCGX (9.68).
| EIPTX | FWCGX | EIPTX / FWCGX | |
| Total Expense Ratio | 0.25 | 0.47 | 53% |
| Annual Report Gross Expense Ratio | 1.55 | 0.47 | 330% |
| Fund Existence | 4 years | 5 years | - |
| Gain YTD | 15.178 | 13.732 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 250 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.2M | 136B | 0% |
| Annual Yield % from dividends | 0.98 | 1.73 | 57% |
| Returns for 1 year | 15.96 | 9.68 | 165% |
| Returns for 3 years | 49.85 | 53.08 | 94% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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