CWIAX
Price
$75.09
Change
-$0.08 (-0.11%)
Updated
Oct 17 closing price
Net Assets
140.77B
UEIPX
Price
$14.78
Change
+$0.05 (+0.34%)
Updated
Oct 17 closing price
Net Assets
50.46M
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CWIAX vs UEIPX

Header iconCWIAX vs UEIPX Comparison
Open Charts CWIAX vs UEIPXBanner chart's image
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.

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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).
CWIAXUEIPXCWIAX / UEIPX
Total Expense Ratio0.780.8592%
Annual Report Gross Expense Ratio0.781.5251%
Fund Existence24 years7 years-
Gain YTD19.97417.302115%
Front Load4%N/A-
Min. Initial Investment25020000000%
Min. Initial Investment IRAN/AN/A-
Net Assets141B50.5M279,208%
Annual Yield % from dividends1.391.04134%
Returns for 1 year10.7710.8399%
Returns for 3 years67.9453.58127%
Returns for 5 years54.0131.84170%
Returns for 10 years99.76N/A-
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