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CWIAX vs UEIPX
CWIAX vs UEIPX Comparison
Open Charts CWIAX vs UEIPX
American Funds Capital World Gr&Inc 529A
Price$68.52
Change+$0.29 (+0.43%)
VolumeN/A
Net Assets130.88B
UBS Engage For Impact P
Price$13.67
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets51.22M
CWIAX vs UEIPX Comparison Chart
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CWIAX vs. UEIPX commentary
Jun 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 131B vs. UEIPX (51.2M). 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 : 8.90 vs. CWIAX (7.61). CWIAX return over 5 years is better than : 49.68 vs. UEIPX (32.03).
| CWIAX | UEIPX | CWIAX / UEIPX | |
| Total Expense Ratio | 0.78 | 0.85 | 92% |
| Annual Report Gross Expense Ratio | 0.78 | 1.52 | 51% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 8.642 | 8.175 | 106% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 51.2M | 255,859% |
| Annual Yield % from dividends | 1.52 | 1.13 | 135% |
| Returns for 1 year | 7.61 | 8.90 | 85% |
| Returns for 3 years | 31.99 | 23.71 | 135% |
| Returns for 5 years | 49.68 | 32.03 | 155% |
| Returns for 10 years | 73.11 | N/A | - |
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