EIPTX
Price
$14.57
Change
+$0.05 (+0.34%)
Updated
Jul 3 closing price
Net Assets
52.23M
FWCGX
Price
$71.56
Change
+$0.46 (+0.65%)
Updated
Jul 3 closing price
Net Assets
135.98B
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EIPTX vs FWCGX

Header iconEIPTX vs FWCGX Comparison
Open Charts EIPTX vs FWCGXBanner chart's image
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).
EIPTXFWCGXEIPTX / FWCGX
Total Expense Ratio0.250.4753%
Annual Report Gross Expense Ratio1.550.47330%
Fund Existence4 years5 years-
Gain YTD15.17813.732111%
Front LoadN/AN/A-
Min. Initial Investment2500000025010,000,000%
Min. Initial Investment IRAN/AN/A-
Net Assets52.2M136B0%
Annual Yield % from dividends0.981.7357%
Returns for 1 year15.969.68165%
Returns for 3 years49.8553.0894%
Returns for 5 yearsN/AN/A-
Returns for 10 yearsN/AN/A-
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