Interact to see
Advertisement
Advertisement
CWIAX vs UEIPX
CWIAX vs UEIPX Comparison
Open Charts CWIAX vs UEIPX
American Funds Capital World Gr&Inc 529A
Price$73.79
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
UBS Engage For Impact P
Price$13.50
Change-$0.11 (-0.81%)
VolumeN/A
Net Assets48.46M
CWIAX vs UEIPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. UEIPX commentary
Jan 15, 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 Hold and UEIPX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. UEIPX (48.5M). CWIAX pays higher dividends than UEIPX: CWIAX (1.52) 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 : 18.87 vs. UEIPX (8.95). CWIAX return over 5 years is better than : 33.89 vs. UEIPX (3.58).
| 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 | 3.725 | 1.048 | 355% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 48.5M | 292,784% |
| Annual Yield % from dividends | 1.52 | 1.35 | 112% |
| Returns for 1 year | 18.87 | 8.95 | 211% |
| Returns for 3 years | 43.38 | 28.09 | 154% |
| Returns for 5 years | 33.89 | 3.58 | 946% |
| Returns for 10 years | 123.34 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers