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CWIFX vs UEIPX
CWIFX vs UEIPX Comparison
Open Charts CWIFX vs UEIPX
American Funds Capital World Gr&Inc 529F
Price$77.18
Change+$0.15 (+0.19%)
VolumeN/A
Net Assets142.32B
UBS Engage For Impact P
Price$15.09
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets50.69M
CWIFX vs UEIPX Comparison Chart in %
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CWIFX 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 CWIFX is a StrongBuy and UEIPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. UEIPX (50.7M). CWIFX pays higher dividends than UEIPX: CWIFX (1.48) vs UEIPX (1.00). CWIFX was incepted earlier than UEIPX: CWIFX (23 years) vs UEIPX (7 years). UEIPX (1.52) is less costly to investors than CWIFX (0.86). UEIPX is a more actively managed with annual turnover of: 29.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than UEIPX: CWIFX (250) vs UEIPX (2000000). CWIFX (13.18) and UEIPX (13.07) have marching annual gain over last year. CWIFX return over 5 years is better than : 45.63 vs. UEIPX (21.50).
| CWIFX | UEIPX | CWIFX / UEIPX | |
| Total Expense Ratio | 0.86 | 0.85 | 101% |
| Annual Report Gross Expense Ratio | 0.86 | 1.52 | 57% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 23.195 | 19.762 | 117% |
| 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 | 1.48 | 1.00 | 148% |
| Returns for 1 year | 13.18 | 13.07 | 101% |
| Returns for 3 years | 52.29 | 40.72 | 128% |
| Returns for 5 years | 45.63 | 21.50 | 212% |
| Returns for 10 years | 108.34 | N/A | - |
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