Interact to see
Advertisement
Advertisement
CWIEX vs UEIPX
CWIEX vs UEIPX Comparison
Open Charts CWIEX vs UEIPX
American Funds Capital World Gr&Inc 529E
Price$69.28
Change-$0.06 (-0.09%)
VolumeN/A
Net Assets132.87B
UBS Engage For Impact P
Price$14.15
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets51.86M
CWIEX vs UEIPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. UEIPX commentary
Jun 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 CWIEX is a StrongBuy and UEIPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 133B vs. UEIPX (51.9M). CWIEX pays higher dividends than UEIPX: CWIEX (1.31) vs UEIPX (1.13). CWIEX was incepted earlier than UEIPX: CWIEX (23 years) vs UEIPX (7 years). UEIPX (1.52) is less costly to investors than CWIEX (1.00). UEIPX (28.00) and CWIEX (27.00) have comparable annual turnover. CWIEX has a lower initial minimum investment than UEIPX: CWIEX (250) vs UEIPX (2000000). UEIPX annual gain was more profitable for investors over the last year : 13.21 vs. CWIEX (7.35). CWIEX return over 5 years is better than : 56.16 vs. UEIPX (43.88).
| CWIEX | UEIPX | CWIEX / UEIPX | |
| Total Expense Ratio | 1.00 | 0.85 | 118% |
| Annual Report Gross Expense Ratio | 1.00 | 1.52 | 66% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 10.419 | 12.540 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 51.9M | 256,262% |
| Annual Yield % from dividends | 1.31 | 1.13 | 116% |
| Returns for 1 year | 7.35 | 13.21 | 56% |
| Returns for 3 years | 43.73 | 40.20 | 109% |
| Returns for 5 years | 56.16 | 43.88 | 128% |
| Returns for 10 years | 70.53 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers