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CWGCX vs UEIPX
CWGCX vs UEIPX Comparison
Open Charts CWGCX vs UEIPX
American Funds Capital World Gr&Inc C
Price$64.64
Change-$4.55 (-6.58%)
VolumeN/A
CapitalizationN/A
UBS Engage For Impact P
Price$13.07
Change-$0.61 (-4.46%)
VolumeN/A
CapitalizationN/A
CWGCX vs UEIPX Comparison Chart
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CWGCX vs. UEIPX commentary
Dec 19, 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 Buy and UEIPX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 130B vs. UEIPX (53.6M). 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). UEIPX annual gain was more profitable for investors over the last year : 16.67 vs. CWGCX (11.39). CWGCX return over 5 years is better than : 29.79 vs. UEIPX (24.86).
| 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 | 9.830 | 15.397 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 53.6M | 242,537% |
| Annual Yield % from dividends | 1.04 | 0.62 | 169% |
| Returns for 1 year | 11.39 | 16.67 | 68% |
| Returns for 3 years | 8.48 | -3.71 | -228% |
| Returns for 5 years | 29.79 | 24.86 | 120% |
| Returns for 10 years | 44.61 | N/A | - |
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