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CWIAX vs UEIPX
CWIAX vs UEIPX Comparison
Open Charts CWIAX vs UEIPX
American Funds Capital World Gr&Inc 529A
Price$72.92
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
UBS Engage For Impact P
Price$14.71
Change+$0.12 (+0.82%)
VolumeN/A
Net Assets51.52M
CWIAX vs UEIPX Comparison Chart in %
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CWIAX vs. UEIPX commentary
Sep 08, 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 CWIAX is a StrongBuy and UEIPX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. UEIPX (51.5M). CWIAX pays higher dividends than UEIPX: CWIAX (1.43) vs UEIPX (1.05). CWIAX was incepted earlier than UEIPX: CWIAX (24 years) vs UEIPX (7 years). UEIPX (1.52) is less costly to investors than CWIAX (0.78). UEIPX (28.00) and CWIAX (27.00) have comparable annual turnover. CWIAX has a lower initial minimum investment than UEIPX: CWIAX (250) vs UEIPX (2000000). UEIPX annual gain was more profitable for investors over the last year : 13.93 vs. CWIAX (13.15). CWIAX return over 5 years is better than : 50.93 vs. UEIPX (38.18).
| CWIAX | UEIPX | CWIAX / UEIPX | |
| Total Expense Ratio | 0.78 | 0.85 | 92% |
| Annual Report Gross Expense Ratio | 0.78 | 1.52 | 51% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 16.202 | 16.746 | 97% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 51.5M | 266,019% |
| Annual Yield % from dividends | 1.43 | 1.05 | 137% |
| Returns for 1 year | 13.15 | 13.93 | 94% |
| Returns for 3 years | 55.56 | 49.35 | 113% |
| Returns for 5 years | 50.93 | 38.18 | 133% |
| Returns for 10 years | 98.76 | N/A | - |
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