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EIPTX vs FWCGX
EIPTX vs FWCGX Comparison
Open Charts EIPTX vs FWCGX
UBS Engage For Impact P2
Price$15.27
Change+$0.17 (+1.13%)
VolumeN/A
Net Assets50.68M
American Funds Capital World Gr&Inc529F3
Price$77.59
Change+$0.33 (+0.43%)
VolumeN/A
Net Assets143.54B
EIPTX vs FWCGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 144B vs. EIPTX (50.7M). FWCGX pays higher dividends than EIPTX: FWCGX (1.61) vs EIPTX (0.96). EIPTX was incepted earlier than FWCGX: EIPTX (5 years) vs FWCGX (5 years). EIPTX (1.55) is less costly to investors than FWCGX (0.47). EIPTX is a more actively managed with annual turnover of: 29.00 vs. FWCGX (27.00). FWCGX has a lower initial minimum investment than EIPTX: FWCGX (250) vs EIPTX (25000000). FWCGX (15.39) and EIPTX (15.35) have marching annual gain over last year.
| EIPTX | FWCGX | EIPTX / FWCGX | |
| Total Expense Ratio | 0.25 | 0.47 | 53% |
| Annual Report Gross Expense Ratio | 1.55 | 0.47 | 330% |
| Fund Existence | 5 years | 5 years | - |
| Gain YTD | 20.711 | 23.725 | 87% |
| 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 | 1.61 | 59% |
| Returns for 1 year | 15.35 | 15.39 | 100% |
| Returns for 3 years | 45.45 | 58.55 | 78% |
| Returns for 5 years | N/A | 53.42 | - |
| Returns for 10 years | N/A | N/A | - |
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