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CWGFX vs UEIPX
CWGFX vs UEIPX Comparison
Open Charts CWGFX vs UEIPX
American Funds Capital World Gr&Inc F1
Price$63.27
Change+$0.32 (+0.51%)
VolumeN/A
Net Assets121.38B
UBS Engage For Impact P
Price$12.54
Change+$0.07 (+0.56%)
VolumeN/A
Net Assets48.13M
CWGFX vs UEIPX Comparison Chart
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CWGFX vs. UEIPX commentary
Apr 26, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 121B vs. UEIPX (48.1M). CWGFX pays higher dividends than UEIPX: CWGFX (1.59) vs UEIPX (1.24). CWGFX was incepted earlier than UEIPX: CWGFX (24 years) vs UEIPX (7 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 : 2.20 vs. UEIPX (1.72). CWGFX return over 5 years is better than : 51.64 vs. UEIPX (41.19).
| CWGFX | UEIPX | CWGFX / UEIPX | |
| Total Expense Ratio | 0.80 | 0.85 | 94% |
| Annual Report Gross Expense Ratio | 0.80 | 1.52 | 53% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 0.117 | -1.032 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 48.1M | 251,559% |
| Annual Yield % from dividends | 1.59 | 1.24 | 128% |
| Returns for 1 year | 2.20 | 1.72 | 128% |
| Returns for 3 years | 22.35 | 14.40 | 155% |
| Returns for 5 years | 51.64 | 41.19 | 125% |
| Returns for 10 years | 36.51 | N/A | - |
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