Interact to see
Advertisement
Advertisement
FWCGX vs UEIPX
FWCGX vs UEIPX Comparison
Open Charts FWCGX vs UEIPX
American Funds Capital World Gr&Inc529F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
UBS Engage For Impact P
Price$14.47
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets52.23M
FWCGX vs UEIPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 136B vs. UEIPX (52.2M). FWCGX pays higher dividends than UEIPX: FWCGX (1.73) vs UEIPX (1.06). 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 (28.00) and FWCGX (27.00) have comparable annual turnover. FWCGX has a lower initial minimum investment than UEIPX: FWCGX (250) vs UEIPX (2000000). UEIPX annual gain was more profitable for investors over the last year : 15.25 vs. FWCGX (9.68).
| 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 | 13.732 | 14.841 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 52.2M | 260,536% |
| Annual Yield % from dividends | 1.73 | 1.06 | 163% |
| Returns for 1 year | 9.68 | 15.25 | 63% |
| Returns for 3 years | 53.08 | 47.21 | 112% |
| Returns for 5 years | N/A | 45.38 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement