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CWIAX vs UEIPX
CWIAX vs UEIPX Comparison
Open Charts CWIAX vs UEIPX
American Funds Capital World Gr&Inc 529A
Price$75.85
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
UBS Engage For Impact P
Price$14.89
Change-$0.23 (-1.52%)
VolumeN/A
Net Assets50.35M
CWIAX vs UEIPX Comparison Chart in %
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CWIAX vs. UEIPX commentary
Nov 14, 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: 144B vs. UEIPX (50.4M). CWIAX pays higher dividends than UEIPX: CWIAX (1.36) vs UEIPX (1.03). 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 (13.85) and CWIAX (13.45) have marching annual gain over last year. CWIAX return over 5 years is better than : 48.31 vs. UEIPX (26.55).
| 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 | 21.188 | 18.175 | 117% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 50.4M | 285,714% |
| Annual Yield % from dividends | 1.36 | 1.03 | 131% |
| Returns for 1 year | 13.45 | 13.85 | 97% |
| Returns for 3 years | 55.06 | 41.45 | 133% |
| Returns for 5 years | 48.31 | 26.55 | 182% |
| Returns for 10 years | 103.54 | N/A | - |
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