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CWGFX vs UEIPX
CWGFX vs UEIPX Comparison
Open Charts CWGFX vs UEIPX
American Funds Capital World Gr&Inc F1
Price$71.40
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
UBS Engage For Impact P
Price$14.47
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets52.23M
CWGFX vs UEIPX Comparison Chart in %
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CWGFX vs. UEIPX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 136B vs. UEIPX (52.2M). CWGFX pays higher dividends than UEIPX: CWGFX (1.42) vs UEIPX (1.06). CWGFX was incepted earlier than UEIPX: CWGFX (24 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 : 15.25 vs. CWGFX (9.29). CWGFX return over 5 years is better than : 52.71 vs. UEIPX (45.38).
| CWGFX | UEIPX | CWGFX / UEIPX | |
| Total Expense Ratio | 0.80 | 0.85 | 94% |
| Annual Report Gross Expense Ratio | 0.80 | 1.52 | 53% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 13.538 | 14.841 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 52.2M | 260,536% |
| Annual Yield % from dividends | 1.42 | 1.06 | 134% |
| Returns for 1 year | 9.29 | 15.25 | 61% |
| Returns for 3 years | 50.04 | 47.21 | 106% |
| Returns for 5 years | 52.71 | 45.38 | 116% |
| Returns for 10 years | 62.66 | N/A | - |
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