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CWGCX vs UEIPX
CWGCX vs UEIPX Comparison
Open Charts CWGCX vs UEIPX
American Funds Capital World Gr&Inc C
Price$73.92
Change-$1.14 (-1.52%)
VolumeN/A
Net Assets142.37B
UBS Engage For Impact P
Price$13.48
Change-$1.39 (-9.35%)
VolumeN/A
Net Assets47.68M
CWGCX vs UEIPX Comparison Chart in %
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CWGCX vs. UEIPX commentary
Feb 04, 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 Buy and UEIPX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. UEIPX (47.7M). UEIPX pays higher dividends than CWGCX: UEIPX (1.35) vs CWGCX (0.84). 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 : 15.29 vs. UEIPX (5.93). CWGCX return over 5 years is better than : 26.77 vs. UEIPX (2.90).
| 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 | 4.866 | 0.898 | 542% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 47.7M | 297,694% |
| Annual Yield % from dividends | 0.84 | 1.35 | 62% |
| Returns for 1 year | 15.29 | 5.93 | 258% |
| Returns for 3 years | 39.90 | 25.47 | 157% |
| Returns for 5 years | 26.77 | 2.90 | 924% |
| Returns for 10 years | 93.96 | N/A | - |
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