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CWIEX vs UEIPX
CWIEX vs UEIPX Comparison
Open Charts CWIEX vs UEIPX
American Funds Capital World Gr&Inc 529E
Price$71.43
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
UBS Engage For Impact P
Price$13.46
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets50.69M
CWIEX vs UEIPX Comparison Chart in %
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CWIEX vs. UEIPX commentary
Dec 25, 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: 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 (1.65) 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 : 12.05 vs. UEIPX (5.16). CWIEX return over 5 years is better than : 32.09 vs. UEIPX (6.03).
| 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 | 14.072 | 6.825 | 206% |
| 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 | 12.05 | 5.16 | 234% |
| Returns for 3 years | 44.98 | 32.69 | 138% |
| Returns for 5 years | 32.09 | 6.03 | 532% |
| Returns for 10 years | 91.14 | N/A | - |