Ad is loading...
CWGCX vs UEIPX
CWGCX vs UEIPX Comparison
Open Charts CWGCX vs UEIPX
American Funds Capital World Gr&Inc C
Price$62.61
Change+$0.31 (+0.50%)
VolumeN/A
Net Assets121.38B
UBS Engage For Impact P
Price$12.54
Change+$0.07 (+0.56%)
VolumeN/A
Net Assets48.13M
CWGCX vs UEIPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. UEIPX commentary
Apr 26, 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 CWGCX is a Buy and UEIPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 121B vs. UEIPX (48.1M). UEIPX pays higher dividends than CWGCX: UEIPX (1.24) vs CWGCX (0.93). CWGCX was incepted earlier than UEIPX: CWGCX (24 years) vs UEIPX (7 years). UEIPX (1.52) and CWGCX (1.49) have similar cost to investors . UEIPX (28.00) and CWGCX (27.00) have comparable annual turnover. 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 : 1.72 vs. CWGCX (1.47). CWGCX return over 5 years is better than : 48.12 vs. UEIPX (41.19).
| CWGCX | UEIPX | CWGCX / UEIPX | |
| Total Expense Ratio | 1.49 | 0.85 | 175% |
| Annual Report Gross Expense Ratio | 1.49 | 1.52 | 98% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | -0.082 | -1.032 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 48.1M | 251,559% |
| Annual Yield % from dividends | 0.93 | 1.24 | 75% |
| Returns for 1 year | 1.47 | 1.72 | 85% |
| Returns for 3 years | 20.38 | 14.40 | 142% |
| Returns for 5 years | 48.12 | 41.19 | 117% |
| Returns for 10 years | 33.30 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...