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EIPTX vs FWGIX
EIPTX vs FWGIX Comparison
Open Charts EIPTX vs FWGIX
UBS Engage For Impact P2
Price$14.63
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets51.31M
American Funds Capital World Gr&Inc F3
Price$72.79
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
EIPTX vs FWGIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 137B vs. EIPTX (51.3M). FWGIX pays higher dividends than EIPTX: FWGIX (1.77) vs EIPTX (0.99). EIPTX was incepted earlier than FWGIX: EIPTX (4 years) vs FWGIX (9 years). EIPTX (1.55) is less costly to investors than FWGIX (0.41). EIPTX (28.00) and FWGIX (27.00) have comparable annual turnover. FWGIX has a lower initial minimum investment than EIPTX: FWGIX (1000000) vs EIPTX (25000000). EIPTX annual gain was more profitable for investors over the last year : 13.31 vs. FWGIX (11.83).
| EIPTX | FWGIX | EIPTX / FWGIX | |
| Total Expense Ratio | 0.25 | 0.41 | 61% |
| Annual Report Gross Expense Ratio | 1.55 | 0.41 | 378% |
| Fund Existence | 4 years | 9 years | - |
| Gain YTD | 15.652 | 15.730 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000000 | 1000000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.3M | 137B | 0% |
| Annual Yield % from dividends | 0.99 | 1.77 | 56% |
| Returns for 1 year | 13.31 | 11.83 | 113% |
| Returns for 3 years | 36.70 | 42.52 | 86% |
| Returns for 5 years | N/A | 49.39 | - |
| Returns for 10 years | N/A | N/A | - |
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