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CWIAX vs UEIPX
CWIAX vs UEIPX Comparison
Open Charts CWIAX vs UEIPX
American Funds Capital World Gr&Inc 529A
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
UBS Engage For Impact P
Price$14.47
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets52.23M
CWIAX vs UEIPX Comparison Chart in %
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CWIAX vs. UEIPX commentary
Jul 07, 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 Buy and UEIPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 136B vs. UEIPX (52.2M). CWIAX pays higher dividends than UEIPX: CWIAX (1.46) vs UEIPX (1.06). CWIAX was incepted earlier than UEIPX: CWIAX (23 years) vs UEIPX (7 years). UEIPX (1.52) is less costly to investors than CWIAX (0.78). UEIPX (28.00) and CWIAX (27.00) have comparable annual turnover. CWIAX has a lower initial minimum investment than UEIPX: CWIAX (250) vs UEIPX (2000000). UEIPX annual gain was more profitable for investors over the last year : 15.25 vs. CWIAX (9.32). CWIAX return over 5 years is better than : 56.88 vs. UEIPX (45.38).
| CWIAX | UEIPX | CWIAX / UEIPX | |
| Total Expense Ratio | 0.78 | 0.85 | 92% |
| Annual Report Gross Expense Ratio | 0.78 | 1.52 | 51% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 13.573 | 14.841 | 91% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 52.2M | 260,536% |
| Annual Yield % from dividends | 1.46 | 1.06 | 138% |
| Returns for 1 year | 9.32 | 15.25 | 61% |
| Returns for 3 years | 51.64 | 47.21 | 109% |
| Returns for 5 years | 56.88 | 45.38 | 125% |
| Returns for 10 years | 84.28 | N/A | - |
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