Interact to see
Advertisement
Advertisement
CWIAX vs UEIPX
CWIAX vs UEIPX Comparison
Open Charts CWIAX vs UEIPX
American Funds Capital World Gr&Inc 529A
Price$72.17
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.3B
UBS Engage For Impact P
Price$14.46
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets51.44M
CWIAX vs UEIPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. UEIPX commentary
Jul 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 Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. UEIPX (51.4M). CWIAX pays higher dividends than UEIPX: CWIAX (1.46) vs UEIPX (1.06). 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 : 15.08 vs. CWIAX (13.76). CWIAX return over 5 years is better than : 55.06 vs. UEIPX (39.28).
| 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 | 15.007 | 14.762 | 102% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 51.4M | 266,537% |
| Annual Yield % from dividends | 1.46 | 1.06 | 138% |
| Returns for 1 year | 13.76 | 15.08 | 91% |
| Returns for 3 years | 52.42 | 45.36 | 116% |
| Returns for 5 years | 55.06 | 39.28 | 140% |
| Returns for 10 years | 84.54 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement