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CWIEX vs UEIPX
CWIEX vs UEIPX Comparison
Open Charts CWIEX vs UEIPX
American Funds Capital World Gr&Inc 529E
Price$77.01
Change+$0.15 (+0.20%)
VolumeN/A
Net Assets142.32B
UBS Engage For Impact P
Price$15.09
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets50.69M
CWIEX vs UEIPX Comparison Chart in %
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CWIEX vs. UEIPX commentary
Dec 05, 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: 142B vs. UEIPX (50.7M). CWIEX pays higher dividends than UEIPX: CWIEX (1.14) vs UEIPX (1.00). 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 (13.07) and CWIEX (12.74) have marching annual gain over last year. CWIEX return over 5 years is better than : 42.81 vs. UEIPX (21.50).
| 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 | 22.743 | 19.762 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 50.7M | 280,079% |
| Annual Yield % from dividends | 1.14 | 1.00 | 114% |
| Returns for 1 year | 12.74 | 13.07 | 98% |
| Returns for 3 years | 50.49 | 40.72 | 124% |
| Returns for 5 years | 42.81 | 21.50 | 199% |
| Returns for 10 years | 99.74 | N/A | - |
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