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CWIAX vs UEIPX
CWIAX vs UEIPX Comparison
Open Charts CWIAX vs UEIPX
American Funds Capital World Gr&Inc 529A
Price$75.09
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.77B
UBS Engage For Impact P
Price$14.78
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets50.46M
CWIAX vs UEIPX Comparison Chart in %
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CWIAX vs. UEIPX commentary
Oct 19, 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 CWIAX is a Hold and UEIPX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 141B vs. UEIPX (50.5M). CWIAX pays higher dividends than UEIPX: CWIAX (1.39) vs UEIPX (1.04). CWIAX was incepted earlier than UEIPX: CWIAX (24 years) vs UEIPX (7 years). UEIPX (1.52) is less costly to investors than CWIAX (0.78). UEIPX is a more actively managed with annual turnover of: 29.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than UEIPX: CWIAX (250) vs UEIPX (2000000). UEIPX (10.83) and CWIAX (10.77) have marching annual gain over last year. CWIAX return over 5 years is better than : 54.01 vs. UEIPX (31.84).
| CWIAX | UEIPX | CWIAX / UEIPX | |
| Total Expense Ratio | 0.78 | 0.85 | 92% |
| Annual Report Gross Expense Ratio | 0.78 | 1.52 | 51% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 19.974 | 17.302 | 115% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 50.5M | 279,208% |
| Annual Yield % from dividends | 1.39 | 1.04 | 134% |
| Returns for 1 year | 10.77 | 10.83 | 99% |
| Returns for 3 years | 67.94 | 53.58 | 127% |
| Returns for 5 years | 54.01 | 31.84 | 170% |
| Returns for 10 years | 99.76 | N/A | - |
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