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CWIEX vs UEIPX
CWIEX vs UEIPX Comparison
Open Charts CWIEX vs UEIPX
American Funds Capital World Gr&Inc 529E
Price$74.52
Change-$1.08 (-1.43%)
VolumeN/A
Net Assets142.37B
UBS Engage For Impact P
Price$13.48
Change-$1.39 (-9.35%)
VolumeN/A
Net Assets47.68M
CWIEX vs UEIPX Comparison Chart in %
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CWIEX 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 CWIEX is a Buy and UEIPX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. UEIPX (47.7M). UEIPX pays higher dividends than CWIEX: UEIPX (1.35) vs CWIEX (1.24). CWIEX was incepted earlier than UEIPX: CWIEX (24 years) vs UEIPX (7 years). UEIPX (1.65) is less costly to investors than CWIEX (1.00). UEIPX is a more actively managed with annual turnover of: 29.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than UEIPX: CWIEX (250) vs UEIPX (2000000). CWIEX annual gain was more profitable for investors over the last year : 15.93 vs. UEIPX (5.93). CWIEX return over 5 years is better than : 31.71 vs. UEIPX (2.90).
| CWIEX | UEIPX | CWIEX / UEIPX | |
| Total Expense Ratio | 1.00 | 0.85 | 118% |
| Annual Report Gross Expense Ratio | 1.00 | 1.65 | 61% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 4.913 | 0.898 | 547% |
| Front Load | N/A | 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 | 1.24 | 1.35 | 92% |
| Returns for 1 year | 15.93 | 5.93 | 269% |
| Returns for 3 years | 42.06 | 25.47 | 165% |
| Returns for 5 years | 31.71 | 2.90 | 1,095% |
| Returns for 10 years | 119.07 | N/A | - |
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