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FCWGX vs UEIPX
FCWGX vs UEIPX Comparison
Open Charts FCWGX vs UEIPX
American Funds Capital World Gr&Inc529F2
Price$76.21
Change-$1.40 (-1.80%)
VolumeN/A
Net Assets144.09B
UBS Engage For Impact P
Price$14.89
Change-$0.23 (-1.52%)
VolumeN/A
Net Assets50.35M
FCWGX vs UEIPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 144B vs. UEIPX (50.4M). FCWGX pays higher dividends than UEIPX: FCWGX (1.56) vs UEIPX (1.03). FCWGX was incepted earlier than UEIPX: FCWGX (5 years) vs UEIPX (7 years). UEIPX (1.52) is less costly to investors than FCWGX (0.52). UEIPX is a more actively managed with annual turnover of: 29.00 vs. FCWGX (27.00). FCWGX has a lower initial minimum investment than UEIPX: FCWGX (250) vs UEIPX (2000000). UEIPX (13.85) and FCWGX (13.77) have marching annual gain over last year. FCWGX return over 5 years is better than : 50.29 vs. UEIPX (26.55).
| FCWGX | UEIPX | FCWGX / UEIPX | |
| Total Expense Ratio | 0.52 | 0.85 | 61% |
| Annual Report Gross Expense Ratio | 0.52 | 1.52 | 34% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 21.439 | 18.175 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 50.4M | 285,714% |
| Annual Yield % from dividends | 1.56 | 1.03 | 151% |
| Returns for 1 year | 13.77 | 13.85 | 99% |
| Returns for 3 years | 56.37 | 41.45 | 136% |
| Returns for 5 years | 50.29 | 26.55 | 189% |
| Returns for 10 years | N/A | N/A | - |
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