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CWIAX vs UEIPX
CWIAX vs UEIPX Comparison
Open Charts CWIAX vs UEIPX
American Funds Capital World Gr&Inc 529A
Price$74.39
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
UBS Engage For Impact P
Price$14.49
Change-$0.13 (-0.89%)
VolumeN/A
Net Assets49.38M
CWIAX vs UEIPX Comparison Chart in %
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CWIAX vs. UEIPX commentary
Nov 20, 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 Hold and UEIPX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 140B vs. UEIPX (49.4M). CWIAX pays higher dividends than UEIPX: CWIAX (1.36) vs UEIPX (1.03). 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 is a more actively managed with annual turnover of: 29.00 vs. CWIAX (27.00). 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 : 13.58 vs. CWIAX (12.13). CWIAX return over 5 years is better than : 44.59 vs. UEIPX (22.63).
| 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 | 18.856 | 16.032 | 118% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 49.4M | 283,401% |
| Annual Yield % from dividends | 1.36 | 1.03 | 131% |
| Returns for 1 year | 12.13 | 13.58 | 89% |
| Returns for 3 years | 51.49 | 40.06 | 129% |
| Returns for 5 years | 44.59 | 22.63 | 197% |
| Returns for 10 years | 96.03 | N/A | - |
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