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CWIAX vs UEIPX
CWIAX vs UEIPX Comparison
Open Charts CWIAX vs UEIPX
American Funds Capital World Gr&Inc 529A
Price$74.65
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
UBS Engage For Impact P
Price$13.48
Change-$1.39 (-9.35%)
VolumeN/A
Net Assets47.68M
CWIAX vs UEIPX Comparison Chart in %
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CWIAX vs. UEIPX commentary
Feb 04, 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 CWIAX is a Buy and UEIPX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. UEIPX (47.7M). CWIAX pays higher dividends than UEIPX: CWIAX (1.45) vs UEIPX (1.35). CWIAX was incepted earlier than UEIPX: CWIAX (24 years) vs UEIPX (7 years). UEIPX (1.65) 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). CWIAX annual gain was more profitable for investors over the last year : 16.21 vs. UEIPX (5.93). CWIAX return over 5 years is better than : 33.28 vs. UEIPX (2.90).
| CWIAX | UEIPX | CWIAX / UEIPX | |
| Total Expense Ratio | 0.78 | 0.85 | 92% |
| Annual Report Gross Expense Ratio | 0.78 | 1.65 | 47% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 4.934 | 0.898 | 549% |
| Front Load | 4% | 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 | 1.45 | 1.35 | 108% |
| Returns for 1 year | 16.21 | 5.93 | 274% |
| Returns for 3 years | 43.10 | 25.47 | 169% |
| Returns for 5 years | 33.28 | 2.90 | 1,149% |
| Returns for 10 years | 124.19 | N/A | - |
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