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FWCGX vs UEIPX
FWCGX vs UEIPX Comparison
Open Charts FWCGX vs UEIPX
American Funds Capital World Gr&Inc529F3
Price$75.40
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
UBS Engage For Impact P
Price$14.78
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets50.46M
FWCGX vs UEIPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 141B vs. UEIPX (50.5M). FWCGX pays higher dividends than UEIPX: FWCGX (1.64) vs UEIPX (1.04). 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). FWCGX (11.11) and UEIPX (10.83) have marching annual gain over last year.
| 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 | 20.233 | 17.302 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 50.5M | 279,208% |
| Annual Yield % from dividends | 1.64 | 1.04 | 158% |
| Returns for 1 year | 11.11 | 10.83 | 103% |
| Returns for 3 years | 69.51 | 53.58 | 130% |
| Returns for 5 years | N/A | 31.84 | - |
| Returns for 10 years | N/A | N/A | - |
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