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CWGFX vs UEIPX
CWGFX vs UEIPX Comparison
Open Charts CWGFX vs UEIPX
American Funds Capital World Gr&Inc F1
Price$73.37
Change+$0.33 (+0.45%)
VolumeN/A
Net Assets137.57B
UBS Engage For Impact P
Price$14.71
Change+$0.12 (+0.82%)
VolumeN/A
Net Assets51.52M
CWGFX vs UEIPX Comparison Chart in %
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CWGFX vs. UEIPX commentary
Sep 09, 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 CWGFX is a Buy and UEIPX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 138B vs. UEIPX (51.5M). CWGFX pays higher dividends than UEIPX: CWGFX (1.39) vs UEIPX (1.05). CWGFX was incepted earlier than UEIPX: CWGFX (25 years) vs UEIPX (7 years). UEIPX (1.52) is less costly to investors than CWGFX (0.80). UEIPX (28.00) and CWGFX (27.00) have comparable annual turnover. CWGFX has a lower initial minimum investment than UEIPX: CWGFX (250) vs UEIPX (2000000). UEIPX annual gain was more profitable for investors over the last year : 13.93 vs. CWGFX (13.11). CWGFX return over 5 years is better than : 46.91 vs. UEIPX (38.18).
| CWGFX | UEIPX | CWGFX / UEIPX | |
| Total Expense Ratio | 0.80 | 0.85 | 94% |
| Annual Report Gross Expense Ratio | 0.80 | 1.52 | 53% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 16.146 | 16.746 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 51.5M | 267,961% |
| Annual Yield % from dividends | 1.39 | 1.05 | 133% |
| Returns for 1 year | 13.11 | 13.93 | 94% |
| Returns for 3 years | 53.92 | 49.35 | 109% |
| Returns for 5 years | 46.91 | 38.18 | 123% |
| Returns for 10 years | 75.40 | N/A | - |
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