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FWGIX vs UEIPX
FWGIX vs UEIPX Comparison
Open Charts FWGIX vs UEIPX
American Funds Capital World Gr&Inc F3
Price$71.84
Change+$0.11 (+0.15%)
VolumeN/A
Net Assets142.32B
UBS Engage For Impact P
Price$13.46
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets50.69M
FWGIX vs UEIPX Comparison Chart in %
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FWGIX 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 FWGIX is a Hold and UEIPX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 142B vs. UEIPX (50.7M). FWGIX pays higher dividends than UEIPX: FWGIX (1.64) vs UEIPX (1.00). FWGIX was incepted earlier than UEIPX: FWGIX (9 years) vs UEIPX (7 years). UEIPX (1.65) 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 annual gain was more profitable for investors over the last year : 12.59 vs. UEIPX (5.16). FWGIX return over 5 years is better than : 32.83 vs. UEIPX (6.03).
| FWGIX | UEIPX | FWGIX / UEIPX | |
| Total Expense Ratio | 0.41 | 0.85 | 48% |
| Annual Report Gross Expense Ratio | 0.41 | 1.65 | 25% |
| Fund Existence | 9 years | 7 years | - |
| Gain YTD | 14.614 | 6.825 | 214% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 50.7M | 280,079% |
| Annual Yield % from dividends | 1.64 | 1.00 | 163% |
| Returns for 1 year | 12.59 | 5.16 | 244% |
| Returns for 3 years | 47.50 | 32.69 | 145% |
| Returns for 5 years | 32.83 | 6.03 | 544% |
| Returns for 10 years | N/A | N/A | - |