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CWIEX vs UCEQX
CWIEX vs UCEQX Comparison
Open Charts CWIEX vs UCEQX
CWIEX vs UCEQX Comparison Chart in %
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CWIEX vs. UCEQX commentary
Jun 26, 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 CWIEX is a Hold and UCEQX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 160B vs. UCEQX (355M). UCEQX pays higher dividends than CWIEX: UCEQX (1.72) vs CWIEX (1.13). CWIEX was incepted earlier than UCEQX: CWIEX (24 years) vs UCEQX (14 years). CWIEX (1.00) is less costly to investors than UCEQX (0.59). CWIEX is a more actively managed with annual turnover of: 44.00 vs. UCEQX (17.00). CWIEX has a lower initial minimum investment than UCEQX: CWIEX (250) vs UCEQX (500). UCEQX annual gain was more profitable for investors over the last year : 22.22 vs. CWIEX (16.24). UCEQX return over 5 years is better than : 46.31 vs. CWIEX (31.94).
| CWIEX | UCEQX | CWIEX / UCEQX | |
| Total Expense Ratio | 1.00 | 0.59 | 169% |
| Annual Report Gross Expense Ratio | 1.00 | 0.59 | 169% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 12.673 | 11.825 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 355M | 45,070% |
| Annual Yield % from dividends | 1.13 | 1.72 | 66% |
| Returns for 1 year | 16.24 | 22.22 | 73% |
| Returns for 3 years | 48.37 | 64.44 | 75% |
| Returns for 5 years | 31.94 | 46.31 | 69% |
| Returns for 10 years | 121.19 | 122.33 | 99% |
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