Ad is loading...
CWGCX vs UEIPX
CWGCX vs UEIPX Comparison
Open Charts CWGCX vs UEIPX
American Funds Capital World Gr&Inc C
Price$67.06
Change-$0.27 (-0.40%)
VolumeN/A
CapitalizationN/A
UBS Engage For Impact P
Price$13.17
Change-$0.18 (-1.35%)
VolumeN/A
CapitalizationN/A
CWGCX vs UEIPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. UEIPX commentary
Nov 15, 2024
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 CWGCX is a StrongSell and UEIPX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 127B vs. UEIPX (52M). CWGCX pays higher dividends than UEIPX: CWGCX (1.04) vs UEIPX (0.62). CWGCX was incepted earlier than UEIPX: CWGCX (24 years) vs UEIPX (6 years). CWGCX is a more actively managed with annual turnover of: 27.00 vs. UEIPX (21.00). CWGCX has a lower initial minimum investment than UEIPX: CWGCX (250) vs UEIPX (2000000). CWGCX (19.39) and UEIPX (19.34) have marching annual gain over last year. CWGCX return over 5 years is better than : 37.48 vs. UEIPX (20.85).
| CWGCX | UEIPX | CWGCX / UEIPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 13.567 | 10.209 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 52M | 244,231% |
| Annual Yield % from dividends | 1.04 | 0.62 | 169% |
| Returns for 1 year | 19.39 | 19.34 | 100% |
| Returns for 3 years | 2.71 | -14.47 | -19% |
| Returns for 5 years | 37.48 | 20.85 | 180% |
| Returns for 10 years | 48.88 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...