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FWGIX vs UEIPX
FWGIX vs UEIPX Comparison
Open Charts FWGIX vs UEIPX
American Funds Capital World Gr&Inc F3
Price$75.40
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
UBS Engage For Impact P
Price$14.78
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets50.46M
FWGIX vs UEIPX Comparison Chart in %
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FWGIX 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 FWGIX is a Hold and UEIPX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 141B vs. UEIPX (50.5M). FWGIX pays higher dividends than UEIPX: FWGIX (1.68) vs UEIPX (1.04). 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 is a more actively managed with annual turnover of: 29.00 vs. FWGIX (27.00). FWGIX has a lower initial minimum investment than UEIPX: FWGIX (1000000) vs UEIPX (2000000). FWGIX (11.18) and UEIPX (10.83) have marching annual gain over last year. FWGIX return over 5 years is better than : 52.74 vs. UEIPX (31.84).
| 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 | 20.293 | 17.302 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 50.5M | 279,208% |
| Annual Yield % from dividends | 1.68 | 1.04 | 162% |
| Returns for 1 year | 11.18 | 10.83 | 103% |
| Returns for 3 years | 68.62 | 53.58 | 128% |
| Returns for 5 years | 52.74 | 31.84 | 166% |
| Returns for 10 years | N/A | N/A | - |
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