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CWIFX vs UEIPX
CWIFX vs UEIPX Comparison
Open Charts CWIFX vs UEIPX
American Funds Capital World Gr&Inc 529F
Price$71.54
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
CWIFX vs UEIPX Comparison Chart in %
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CWIFX 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 CWIFX is a Hold and UEIPX is a Hold.
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 (1.65) 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 annual gain was more profitable for investors over the last year : 12.39 vs. UEIPX (5.16). CWIFX return over 5 years is better than : 34.60 vs. UEIPX (6.03).
| CWIFX | UEIPX | CWIFX / UEIPX | |
| Total Expense Ratio | 0.86 | 0.85 | 101% |
| Annual Report Gross Expense Ratio | 0.86 | 1.65 | 52% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 14.415 | 6.825 | 211% |
| 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 | 12.39 | 5.16 | 240% |
| Returns for 3 years | 46.56 | 32.69 | 142% |
| Returns for 5 years | 34.60 | 6.03 | 573% |
| Returns for 10 years | 99.15 | N/A | - |
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