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FWCGX vs UEIPX
FWCGX vs UEIPX Comparison
Open Charts FWCGX vs UEIPX
American Funds Capital World Gr&Inc529F3
Price$76.19
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
FWCGX vs UEIPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 144B vs. UEIPX (50.4M). FWCGX pays higher dividends than UEIPX: FWCGX (1.61) vs UEIPX (1.03). FWCGX was incepted earlier than UEIPX: FWCGX (5 years) vs UEIPX (7 years). UEIPX (1.52) is less costly to investors than FWCGX (0.47). UEIPX is a more actively managed with annual turnover of: 29.00 vs. FWCGX (27.00). FWCGX has a lower initial minimum investment than UEIPX: FWCGX (250) vs UEIPX (2000000). UEIPX (13.85) and FWCGX (13.82) have marching annual gain over last year. FWCGX return over 5 years is better than : 50.65 vs. UEIPX (26.55).
| FWCGX | UEIPX | FWCGX / UEIPX | |
| Total Expense Ratio | 0.47 | 0.85 | 55% |
| Annual Report Gross Expense Ratio | 0.47 | 1.52 | 31% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 21.492 | 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 | 1.61 | 1.03 | 156% |
| Returns for 1 year | 13.82 | 13.85 | 100% |
| Returns for 3 years | 56.53 | 41.45 | 136% |
| Returns for 5 years | 50.65 | 26.55 | 191% |
| Returns for 10 years | N/A | N/A | - |
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