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FWGIX vs UEIPX
FWGIX vs UEIPX Comparison
Open Charts FWGIX vs UEIPX
American Funds Capital World Gr&Inc F3
Price$74.12
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
UBS Engage For Impact P
Price$13.50
Change-$0.11 (-0.81%)
VolumeN/A
Net Assets48.46M
FWGIX vs UEIPX Comparison Chart in %
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FWGIX vs. UEIPX commentary
Jan 15, 2026
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 (48.5M). FWGIX pays higher dividends than UEIPX: FWGIX (1.82) vs UEIPX (1.35). 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 : 19.31 vs. UEIPX (8.95). FWGIX return over 5 years is better than : 33.24 vs. UEIPX (3.58).
| 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 | 3.737 | 1.048 | 357% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 48.5M | 292,784% |
| Annual Yield % from dividends | 1.82 | 1.35 | 135% |
| Returns for 1 year | 19.31 | 8.95 | 216% |
| Returns for 3 years | 45.05 | 28.09 | 160% |
| Returns for 5 years | 33.24 | 3.58 | 928% |
| Returns for 10 years | N/A | N/A | - |
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