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CWGCX vs UEIPX
CWGCX vs UEIPX Comparison
Open Charts CWGCX vs UEIPX
American Funds Capital World Gr&Inc C
Price$60.90
Change-$2.20 (-3.49%)
VolumeN/A
Net Assets123.19B
UBS Engage For Impact P
Price$11.90
Change-$0.45 (-3.64%)
VolumeN/A
Net Assets47.36M
CWGCX vs UEIPX Comparison Chart
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CWGCX vs. UEIPX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 123B vs. UEIPX (47.4M). UEIPX pays higher dividends than CWGCX: UEIPX (1.24) vs CWGCX (0.93). CWGCX was incepted earlier than UEIPX: CWGCX (24 years) vs UEIPX (6 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). CWGCX annual gain was more profitable for investors over the last year : 0.08 vs. UEIPX (-1.32). CWGCX return over 5 years is better than : 64.18 vs. UEIPX (57.18).
| 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 | 6 years | - |
| Gain YTD | 0.700 | -1.984 | -35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 47.4M | 259,494% |
| Annual Yield % from dividends | 0.93 | 1.24 | 75% |
| Returns for 1 year | 0.08 | -1.32 | -6% |
| Returns for 3 years | 10.58 | 4.89 | 216% |
| Returns for 5 years | 64.18 | 57.18 | 112% |
| Returns for 10 years | 38.58 | N/A | - |
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