Ad is loading...
CWGFX vs UEIPX
CWGFX vs UEIPX Comparison
Open Charts CWGFX vs UEIPX
American Funds Capital World Gr&Inc F1
Price$67.69
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
UBS Engage For Impact P
Price$13.43
Change-$0.06 (-0.44%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
CWGFX vs UEIPX Comparison Chart
Loading...
CWGFX vs. UEIPX commentary
Sep 21, 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 CWGFX is a StrongBuy and UEIPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 128B vs. UEIPX (54.1M). CWGFX pays higher dividends than UEIPX: CWGFX (1.64) vs UEIPX (0.62). CWGFX was incepted earlier than UEIPX: CWGFX (24 years) vs UEIPX (6 years). CWGFX is a more actively managed with annual turnover of: 27.00 vs. UEIPX (21.00). CWGFX has a lower initial minimum investment than UEIPX: CWGFX (250) vs UEIPX (2000000). CWGFX annual gain was more profitable for investors over the last year : 24.64 vs. UEIPX (21.91). CWGFX return over 5 years is better than : 45.58 vs. UEIPX (28.17).
| CWGFX | UEIPX | CWGFX / 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 | 14.140 | 12.385 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 54.1M | 236,599% |
| Annual Yield % from dividends | 1.64 | 0.62 | 265% |
| Returns for 1 year | 24.64 | 21.91 | 112% |
| Returns for 3 years | 8.96 | -6.74 | -133% |
| Returns for 5 years | 45.58 | 28.17 | 162% |
| Returns for 10 years | 52.63 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...