Interact to see
Advertisement
Advertisement
CWGCX vs UEIPX
CWGCX vs UEIPX Comparison
Open Charts CWGCX vs UEIPX
American Funds Capital World Gr&Inc C
Price$70.90
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
UBS Engage For Impact P
Price$13.46
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets50.69M
CWGCX vs UEIPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. UEIPX commentary
Dec 25, 2025
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 (50.7M). UEIPX pays higher dividends than CWGCX: UEIPX (1.00) vs CWGCX (0.75). 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 : 11.58 vs. UEIPX (5.16). CWGCX return over 5 years is better than : 27.30 vs. UEIPX (6.03).
| 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 | 13.625 | 6.825 | 200% |
| 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 | 0.75 | 1.00 | 75% |
| Returns for 1 year | 11.58 | 5.16 | 225% |
| Returns for 3 years | 42.94 | 32.69 | 131% |
| Returns for 5 years | 27.30 | 6.03 | 452% |
| Returns for 10 years | 69.41 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IWFL | 59.15 | 0.29 | +0.48% |
| ETRACS 2x Leveraged US Gr Fctr TR ETN | |||
| XTEN | 46.52 | 0.16 | +0.35% |
| BondBloxx Bloomberg Ten YrTrgDurUSTrsETF | |||
| BSV | 78.74 | 0.08 | +0.10% |
| Vanguard Short-Term Bond ETF | |||
| SPBW | 27.46 | 0.01 | +0.04% |
| AllianzIM Buffer20 Allocation ETF | |||
| DHF | 2.46 | -0.01 | -0.40% |
| BNY Mellon High Yield Strategies Fund | |||