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CWGFX vs UEIPX
CWGFX vs UEIPX Comparison
Open Charts CWGFX vs UEIPX
American Funds Capital World Gr&Inc F1
Price$64.68
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
UBS Engage For Impact P
Price$12.85
Change+$0.06 (+0.47%)
VolumeN/A
Net Assets51.24M
CWGFX vs UEIPX Comparison Chart
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CWGFX vs. UEIPX commentary
Jan 19, 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: 127B vs. UEIPX (51.2M). 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 : 11.67 vs. CWGFX (10.89). CWGFX return over 5 years is better than : 27.58 vs. UEIPX (16.96).
| 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 | 2.051 | 1.984 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 51.2M | 248,047% |
| Annual Yield % from dividends | 1.64 | 0.62 | 265% |
| Returns for 1 year | 10.89 | 11.67 | 93% |
| Returns for 3 years | 8.51 | 2.96 | 288% |
| Returns for 5 years | 27.58 | 16.96 | 163% |
| Returns for 10 years | 47.73 | N/A | - |
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