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CWIEX vs UEIPX
CWIEX vs UEIPX Comparison
Open Charts CWIEX vs UEIPX
American Funds Capital World Gr&Inc 529E
Price$74.97
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.
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).
| 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 | 19.725 | 17.302 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 50.5M | 279,208% |
| Annual Yield % from dividends | 1.17 | 1.04 | 113% |
| Returns for 1 year | 10.48 | 10.83 | 97% |
| Returns for 3 years | 66.72 | 53.58 | 125% |
| Returns for 5 years | 52.18 | 31.84 | 164% |
| Returns for 10 years | 95.26 | N/A | - |
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