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CWGFX vs UEIPX
CWGFX vs UEIPX Comparison
Open Charts CWGFX vs UEIPX
American Funds Capital World Gr&Inc F1
Price$65.27
Change-$4.68 (-6.69%)
VolumeN/A
CapitalizationN/A
UBS Engage For Impact P
Price$13.07
Change-$0.61 (-4.46%)
VolumeN/A
CapitalizationN/A
CWGFX vs UEIPX Comparison Chart
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CWGFX vs. UEIPX commentary
Dec 19, 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 Buy and UEIPX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 130B vs. UEIPX (53.6M). 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 : 16.67 vs. CWGFX (12.01). CWGFX return over 5 years is better than : 32.35 vs. UEIPX (24.86).
| 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 | 10.423 | 15.397 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 53.6M | 242,537% |
| Annual Yield % from dividends | 1.64 | 0.62 | 265% |
| Returns for 1 year | 12.01 | 16.67 | 72% |
| Returns for 3 years | 9.87 | -3.71 | -266% |
| Returns for 5 years | 32.35 | 24.86 | 130% |
| Returns for 10 years | 47.57 | N/A | - |
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