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CWIFX vs UEIPX
CWIFX vs UEIPX Comparison
Open Charts CWIFX vs UEIPX
American Funds Capital World Gr&Inc 529F
Price$75.88
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
UBS Engage For Impact P
Price$14.89
Change-$0.23 (-1.52%)
VolumeN/A
Net Assets50.35M
CWIFX vs UEIPX Comparison Chart in %
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CWIFX vs. UEIPX commentary
Nov 14, 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: 144B vs. UEIPX (50.4M). CWIFX pays higher dividends than UEIPX: CWIFX (1.49) vs UEIPX (1.03). 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). UEIPX (13.85) and CWIFX (13.64) have marching annual gain over last year. CWIFX return over 5 years is better than : 49.49 vs. UEIPX (26.55).
| 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 | 21.356 | 18.175 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 50.4M | 285,714% |
| Annual Yield % from dividends | 1.49 | 1.03 | 144% |
| Returns for 1 year | 13.64 | 13.85 | 99% |
| Returns for 3 years | 55.78 | 41.45 | 135% |
| Returns for 5 years | 49.49 | 26.55 | 186% |
| Returns for 10 years | 107.52 | N/A | - |
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