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CWIAX vs UEIPX
CWIAX vs UEIPX Comparison
Open Charts CWIAX vs UEIPX
American Funds Capital World Gr&Inc 529A
Price$75.81
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets142.48B
UBS Engage For Impact P
Price$14.94
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets51.22M
CWIAX vs UEIPX Comparison Chart in %
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CWIAX vs. UEIPX commentary
Oct 07, 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 Buy and UEIPX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 142B vs. UEIPX (51.2M). CWIAX pays higher dividends than UEIPX: CWIAX (1.39) vs UEIPX (1.04). 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). CWIAX (12.23) and UEIPX (12.06) have marching annual gain over last year. CWIAX return over 5 years is better than : 56.88 vs. UEIPX (34.55).
| 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 | 21.124 | 18.254 | 116% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 51.2M | 277,344% |
| Annual Yield % from dividends | 1.39 | 1.04 | 134% |
| Returns for 1 year | 12.23 | 12.06 | 101% |
| Returns for 3 years | 70.85 | 57.73 | 123% |
| Returns for 5 years | 56.88 | 34.55 | 165% |
| Returns for 10 years | 102.21 | N/A | - |
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