Interact to see
Advertisement
Advertisement
CWIEX vs UEIPX
CWIEX vs UEIPX Comparison
Open Charts CWIEX vs UEIPX
American Funds Capital World Gr&Inc 529E
Price$75.73
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
UBS Engage For Impact P
Price$14.89
Change-$0.23 (-1.52%)
VolumeN/A
Net Assets50.35M
CWIEX vs UEIPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX 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 CWIEX is a StrongBuy and UEIPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 144B vs. UEIPX (50.4M). CWIEX pays higher dividends than UEIPX: CWIEX (1.15) vs UEIPX (1.03). CWIEX was incepted earlier than UEIPX: CWIEX (24 years) vs UEIPX (7 years). UEIPX (1.52) 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). UEIPX (13.85) and CWIEX (13.18) have marching annual gain over last year. CWIEX return over 5 years is better than : 46.58 vs. UEIPX (26.55).
| CWIEX | UEIPX | CWIEX / UEIPX | |
| Total Expense Ratio | 1.00 | 0.85 | 118% |
| Annual Report Gross Expense Ratio | 1.00 | 1.52 | 66% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 20.939 | 18.175 | 115% |
| Front Load | N/A | 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 | 1.15 | 1.03 | 111% |
| Returns for 1 year | 13.18 | 13.85 | 95% |
| Returns for 3 years | 53.98 | 41.45 | 130% |
| Returns for 5 years | 46.58 | 26.55 | 175% |
| Returns for 10 years | 99.00 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement