CWGFX
Price
$61.51
Change
-$2.22 (-3.48%)
Updated
Apr 3 closing price
Net Assets
123.19B
UEIPX
Price
$11.90
Change
-$0.45 (-3.64%)
Updated
Apr 3 closing price
Net Assets
47.36M
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CWGFX vs UEIPX

Header iconCWGFX vs UEIPX Comparison
Open Charts CWGFX vs UEIPXBanner chart's image
American Funds Capital World Gr&Inc F1
Price$61.51
Change-$2.22 (-3.48%)
VolumeN/A
Net Assets123.19B
UBS Engage For Impact P
Price$11.90
Change-$0.45 (-3.64%)
VolumeN/A
Net Assets47.36M
CWGFX vs UEIPX Comparison Chart
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CWGFX 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 CWGFX is a Buy and UEIPX is a Buy.

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FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 123B vs. UEIPX (47.4M). CWGFX pays higher dividends than UEIPX: CWGFX (1.59) vs UEIPX (1.24). CWGFX was incepted earlier than UEIPX: CWGFX (24 years) vs UEIPX (6 years). UEIPX (1.52) is less costly to investors than CWGFX (0.80). UEIPX (28.00) and CWGFX (27.00) have comparable annual turnover. 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 : 0.19 vs. UEIPX (-1.32). CWGFX return over 5 years is better than : 68.06 vs. UEIPX (57.18).
CWGFXUEIPXCWGFX / UEIPX
Total Expense Ratio0.800.8594%
Annual Report Gross Expense Ratio0.801.5253%
Fund Existence24 years6 years-
Gain YTD0.845-1.984-43%
Front LoadN/AN/A-
Min. Initial Investment25020000000%
Min. Initial Investment IRAN/AN/A-
Net Assets123B47.4M259,494%
Annual Yield % from dividends1.591.24128%
Returns for 1 year0.19-1.32-14%
Returns for 3 years11.404.89233%
Returns for 5 years68.0657.18119%
Returns for 10 years40.90N/A-
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