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CWIAX vs UEIPX
CWIAX vs UEIPX Comparison
Open Charts CWIAX vs UEIPX
American Funds Capital World Gr&Inc 529A
Price$78.05
Change+$0.21 (+0.27%)
VolumeN/A
Net Assets142.32B
UBS Engage For Impact P
Price$15.38
Change+$0.08 (+0.52%)
VolumeN/A
Net Assets51.5M
CWIAX vs UEIPX Comparison Chart in %
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CWIAX vs. UEIPX commentary
Dec 13, 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 StrongBuy and UEIPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. UEIPX (51.5M). CWIAX pays higher dividends than UEIPX: CWIAX (1.35) vs UEIPX (1.00). 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 (14.23) and CWIAX (14.14) have marching annual gain over last year. CWIAX return over 5 years is better than : 47.11 vs. UEIPX (24.03).
| 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 | 24.703 | 22.063 | 112% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 51.5M | 275,728% |
| Annual Yield % from dividends | 1.35 | 1.00 | 135% |
| Returns for 1 year | 14.14 | 14.23 | 99% |
| Returns for 3 years | 55.69 | 47.76 | 117% |
| Returns for 5 years | 47.11 | 24.03 | 196% |
| Returns for 10 years | 115.91 | N/A | - |
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