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CWGFX vs UEIPX
CWGFX vs UEIPX Comparison
Open Charts CWGFX vs UEIPX
American Funds Capital World Gr&Inc F1
Price$74.79
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
UBS Engage For Impact P
Price$13.48
Change-$1.39 (-9.35%)
VolumeN/A
Net Assets47.68M
CWGFX vs UEIPX Comparison Chart in %
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CWGFX vs. UEIPX commentary
Feb 05, 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 CWGFX is a Buy and UEIPX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. UEIPX (47.7M). CWGFX (1.41) and UEIPX (1.35) have matching dividends . CWGFX was incepted earlier than UEIPX: CWGFX (25 years) vs UEIPX (7 years). UEIPX (1.65) is less costly to investors than CWGFX (0.80). UEIPX is a more actively managed with annual turnover of: 29.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than UEIPX: CWGFX (250) vs UEIPX (2000000). CWGFX annual gain was more profitable for investors over the last year : 16.18 vs. UEIPX (5.93). CWGFX return over 5 years is better than : 30.54 vs. UEIPX (2.90).
| CWGFX | UEIPX | CWGFX / UEIPX | |
| Total Expense Ratio | 0.80 | 0.85 | 94% |
| Annual Report Gross Expense Ratio | 0.80 | 1.65 | 48% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 4.924 | 0.898 | 548% |
| 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 | 1.41 | 1.35 | 105% |
| Returns for 1 year | 16.18 | 5.93 | 273% |
| Returns for 3 years | 43.02 | 25.47 | 169% |
| Returns for 5 years | 30.54 | 2.90 | 1,054% |
| Returns for 10 years | 99.82 | N/A | - |
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