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FCWGX vs UEIPX
FCWGX vs UEIPX Comparison
Open Charts FCWGX vs UEIPX
American Funds Capital World Gr&Inc529F2
Price$77.53
Change+$0.16 (+0.21%)
VolumeN/A
Net Assets142.32B
UBS Engage For Impact P
Price$15.09
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets50.69M
FCWGX vs UEIPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 142B vs. UEIPX (50.7M). FCWGX pays higher dividends than UEIPX: FCWGX (1.55) vs UEIPX (1.00). 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). FCWGX (13.31) and UEIPX (13.07) have marching annual gain over last year. FCWGX return over 5 years is better than : 46.42 vs. UEIPX (21.50).
| 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 | 23.287 | 19.762 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 50.7M | 280,079% |
| Annual Yield % from dividends | 1.55 | 1.00 | 155% |
| Returns for 1 year | 13.31 | 13.07 | 102% |
| Returns for 3 years | 52.84 | 40.72 | 130% |
| Returns for 5 years | 46.42 | 21.50 | 216% |
| Returns for 10 years | N/A | N/A | - |
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