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FWGIX vs UEIPX
FWGIX vs UEIPX Comparison
Open Charts FWGIX vs UEIPX
American Funds Capital World Gr&Inc F3
Price$72.79
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
UBS Engage For Impact P
Price$14.52
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets51.31M
FWGIX vs UEIPX Comparison Chart in %
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FWGIX vs. UEIPX commentary
Aug 18, 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 FWGIX is a Buy and UEIPX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 137B vs. UEIPX (51.3M). FWGIX pays higher dividends than UEIPX: FWGIX (1.77) vs UEIPX (1.07). FWGIX was incepted earlier than UEIPX: FWGIX (9 years) vs UEIPX (7 years). UEIPX (1.52) is less costly to investors than FWGIX (0.41). UEIPX (28.00) and FWGIX (27.00) have comparable annual turnover. FWGIX has a lower initial minimum investment than UEIPX: FWGIX (1000000) vs UEIPX (2000000). UEIPX annual gain was more profitable for investors over the last year : 12.63 vs. FWGIX (11.83). FWGIX return over 5 years is better than : 49.39 vs. UEIPX (36.15).
| FWGIX | UEIPX | FWGIX / UEIPX | |
| Total Expense Ratio | 0.41 | 0.85 | 48% |
| Annual Report Gross Expense Ratio | 0.41 | 1.52 | 27% |
| Fund Existence | 9 years | 7 years | - |
| Gain YTD | 15.730 | 15.238 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 51.3M | 267,057% |
| Annual Yield % from dividends | 1.77 | 1.07 | 165% |
| Returns for 1 year | 11.83 | 12.63 | 94% |
| Returns for 3 years | 42.52 | 34.30 | 124% |
| Returns for 5 years | 49.39 | 36.15 | 137% |
| Returns for 10 years | N/A | N/A | - |
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