Interact to see
Advertisement
Advertisement
CWIAX vs UEIPX
CWIAX vs UEIPX Comparison
Open Charts CWIAX vs UEIPX
CWIAX vs UEIPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. UEIPX commentary
Jun 03, 2026
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: 152B vs. UEIPX (27.3M). CWIAX pays higher dividends than UEIPX: CWIAX (1.33) vs UEIPX (1.25). CWIAX was incepted earlier than UEIPX: CWIAX (24 years) vs UEIPX (8 years). UEIPX (1.65) is less costly to investors than CWIAX (0.75). CWIAX is a more actively managed with annual turnover of: 44.00 vs. UEIPX (29.00). CWIAX has a lower initial minimum investment than UEIPX: CWIAX (250) vs UEIPX (2000000). CWIAX annual gain was more profitable for investors over the last year : 22.44 vs. UEIPX (9.27). CWIAX return over 5 years is better than : 38.19 vs. UEIPX (5.98).
| CWIAX | UEIPX | CWIAX / UEIPX | |
| Total Expense Ratio | 0.75 | 0.85 | 88% |
| Annual Report Gross Expense Ratio | 0.75 | 1.65 | 45% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 15.652 | 9.656 | 162% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152B | 27.3M | 556,777% |
| Annual Yield % from dividends | 1.33 | 1.25 | 106% |
| Returns for 1 year | 22.44 | 9.27 | 242% |
| Returns for 3 years | 54.65 | 39.64 | 138% |
| Returns for 5 years | 38.19 | 5.98 | 638% |
| Returns for 10 years | 122.63 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement