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CWGCX vs UEIPX
CWGCX vs UEIPX Comparison
Open Charts CWGCX vs UEIPX
American Funds Capital World Gr&Inc C
Price$73.10
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
UBS Engage For Impact P
Price$13.50
Change-$0.11 (-0.81%)
VolumeN/A
Net Assets48.46M
CWGCX vs UEIPX Comparison Chart in %
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CWGCX vs. UEIPX commentary
Jan 15, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CWGCX is a Hold and UEIPX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. UEIPX (48.5M). UEIPX pays higher dividends than CWGCX: UEIPX (1.35) vs CWGCX (0.87). CWGCX was incepted earlier than UEIPX: CWGCX (25 years) vs UEIPX (7 years). UEIPX (1.65) is less costly to investors than CWGCX (1.49). UEIPX is a more actively managed with annual turnover of: 29.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than UEIPX: CWGCX (250) vs UEIPX (2000000). CWGCX annual gain was more profitable for investors over the last year : 17.93 vs. UEIPX (8.95). CWGCX return over 5 years is better than : 27.36 vs. UEIPX (3.58).
| CWGCX | UEIPX | CWGCX / UEIPX | |
| Total Expense Ratio | 1.49 | 0.85 | 175% |
| Annual Report Gross Expense Ratio | 1.49 | 1.65 | 90% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 3.703 | 1.048 | 353% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 48.5M | 292,784% |
| Annual Yield % from dividends | 0.87 | 1.35 | 65% |
| Returns for 1 year | 17.93 | 8.95 | 200% |
| Returns for 3 years | 40.18 | 28.09 | 143% |
| Returns for 5 years | 27.36 | 3.58 | 764% |
| Returns for 10 years | 93.22 | N/A | - |
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