CWIAX
Price
$69.37
Change
-$0.07 (-0.10%)
Updated
Jun 25 closing price
Net Assets
132.87B
UEIPX
Price
$14.15
Change
-$0.03 (-0.21%)
Updated
Jun 25 closing price
Net Assets
51.86M
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CWIAX vs UEIPX

Header iconCWIAX vs UEIPX Comparison
Open Charts CWIAX vs UEIPXBanner chart's image
American Funds Capital World Gr&Inc 529A
Price$69.37
Change-$0.07 (-0.10%)
VolumeN/A
Net Assets132.87B
UBS Engage For Impact P
Price$14.15
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets51.86M
CWIAX vs UEIPX Comparison Chart in %
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CWIAX vs. UEIPX commentary
Jun 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 CWIAX is a StrongBuy and UEIPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 133B vs. UEIPX (51.9M). CWIAX pays higher dividends than UEIPX: CWIAX (1.52) vs UEIPX (1.13). CWIAX was incepted earlier than UEIPX: CWIAX (23 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 : 13.21 vs. CWIAX (7.61). CWIAX return over 5 years is better than : 57.96 vs. UEIPX (43.88).
CWIAXUEIPXCWIAX / UEIPX
Total Expense Ratio0.780.8592%
Annual Report Gross Expense Ratio0.781.5251%
Fund Existence23 years7 years-
Gain YTD10.54512.54084%
Front Load4%N/A-
Min. Initial Investment25020000000%
Min. Initial Investment IRAN/AN/A-
Net Assets133B51.9M256,262%
Annual Yield % from dividends1.521.13135%
Returns for 1 year7.6113.2158%
Returns for 3 years44.7640.20111%
Returns for 5 years57.9643.88132%
Returns for 10 years74.45N/A-
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