Interact to see
Advertisement
Advertisement
CWIFX vs UEIPX
CWIFX vs UEIPX Comparison
Open Charts CWIFX vs UEIPX
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| 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 | 20.108 | 17.302 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 50.5M | 279,208% |
| Annual Yield % from dividends | 1.53 | 1.04 | 147% |
| Returns for 1 year | 10.94 | 10.83 | 101% |
| Returns for 3 years | 68.69 | 53.58 | 128% |
| Returns for 5 years | 55.22 | 31.84 | 173% |
| Returns for 10 years | 103.66 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement