CWIEX
Price
$74.97
Change
-$0.09 (-0.12%)
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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CWIEX vs UEIPX

Header iconCWIEX vs UEIPX Comparison
Open Charts CWIEX vs UEIPXBanner chart's image
American Funds Capital World Gr&Inc 529E
Price$74.97
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.77B
UBS Engage For Impact P
Price$14.78
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets50.46M
CWIEX vs UEIPX Comparison Chart in %
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CWIEX 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 CWIEX is a Hold and UEIPX is a Hold.

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FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. UEIPX (50.5M). CWIEX pays higher dividends than UEIPX: CWIEX (1.17) vs UEIPX (1.04). 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 (10.83) and CWIEX (10.48) have marching annual gain over last year. CWIEX return over 5 years is better than : 52.18 vs. UEIPX (31.84).
CWIEXUEIPXCWIEX / UEIPX
Total Expense Ratio1.000.85118%
Annual Report Gross Expense Ratio1.001.5266%
Fund Existence24 years7 years-
Gain YTD19.72517.302114%
Front LoadN/AN/A-
Min. Initial Investment25020000000%
Min. Initial Investment IRAN/AN/A-
Net Assets141B50.5M279,208%
Annual Yield % from dividends1.171.04113%
Returns for 1 year10.4810.8397%
Returns for 3 years66.7253.58125%
Returns for 5 years52.1831.84164%
Returns for 10 years95.26N/A-
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