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CWIEX vs UEIPX
CWIEX vs UEIPX Comparison
Open Charts CWIEX vs UEIPX
American Funds Capital World Gr&Inc 529E
Price$73.67
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
UBS Engage For Impact P
Price$13.50
Change-$0.11 (-0.81%)
VolumeN/A
Net Assets48.46M
CWIEX vs UEIPX Comparison Chart in %
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CWIEX vs. UEIPX commentary
Jan 15, 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 Hold and UEIPX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. UEIPX (48.5M). UEIPX (1.35) and CWIEX (1.30) have matching dividends . 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 : 18.57 vs. UEIPX (8.95). CWIEX return over 5 years is better than : 32.31 vs. UEIPX (3.58).
| 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 | 3.717 | 1.048 | 355% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 48.5M | 292,784% |
| Annual Yield % from dividends | 1.30 | 1.35 | 96% |
| Returns for 1 year | 18.57 | 8.95 | 207% |
| Returns for 3 years | 42.33 | 28.09 | 151% |
| Returns for 5 years | 32.31 | 3.58 | 902% |
| Returns for 10 years | 118.27 | N/A | - |
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