CWIFX
Price
$75.10
Change
-$0.09 (-0.12%)
Updated
Oct 17 closing price
Net Assets
140.77B
UEIPX
Price
$14.78
Change
+$0.05 (+0.34%)
Updated
Oct 17 closing price
Net Assets
50.46M
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CWIFX vs UEIPX

Header iconCWIFX vs UEIPX Comparison
Open Charts CWIFX vs UEIPXBanner chart's image
American Funds Capital World Gr&Inc 529F
Price$75.10
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
CWIFX vs UEIPX Comparison Chart in %
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CWIFX 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 CWIFX is a Hold and UEIPX is a Hold.

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FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 141B vs. UEIPX (50.5M). CWIFX pays higher dividends than UEIPX: CWIFX (1.53) vs UEIPX (1.04). 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 (10.94) and UEIPX (10.83) have marching annual gain over last year. CWIFX return over 5 years is better than : 55.22 vs. UEIPX (31.84).
CWIFXUEIPXCWIFX / UEIPX
Total Expense Ratio0.860.85101%
Annual Report Gross Expense Ratio0.861.5257%
Fund Existence23 years7 years-
Gain YTD20.10817.302116%
Front LoadN/AN/A-
Min. Initial Investment25020000000%
Min. Initial Investment IRAN/AN/A-
Net Assets141B50.5M279,208%
Annual Yield % from dividends1.531.04147%
Returns for 1 year10.9410.83101%
Returns for 3 years68.6953.58128%
Returns for 5 years55.2231.84173%
Returns for 10 years103.66N/A-
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