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CWGFX vs UEIPX
CWGFX vs UEIPX Comparison
Open Charts CWGFX vs UEIPX
American Funds Capital World Gr&Inc F1
Price$66.11
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets128.43B
UBS Engage For Impact P
Price$12.96
Change-$0.24 (-1.82%)
VolumeN/A
Net Assets50.98M
CWGFX vs UEIPX Comparison Chart
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CWGFX vs. UEIPX commentary
Feb 23, 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 StrongBuy and UEIPX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 128B vs. UEIPX (51M). 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). UEIPX annual gain was more profitable for investors over the last year : 7.54 vs. CWGFX (7.04). CWGFX return over 5 years is better than : 32.49 vs. UEIPX (20.42).
| 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 | 4.307 | 2.857 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 51M | 250,980% |
| Annual Yield % from dividends | 1.64 | 0.62 | 265% |
| Returns for 1 year | 7.04 | 7.54 | 93% |
| Returns for 3 years | 16.46 | 11.47 | 144% |
| Returns for 5 years | 32.49 | 20.42 | 159% |
| Returns for 10 years | 44.44 | N/A | - |
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