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CWIEX vs UEIPX
CWIEX vs UEIPX Comparison
Open Charts CWIEX vs UEIPX
American Funds Capital World Gr&Inc 529E
Price$72.78
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
UBS Engage For Impact P
Price$14.71
Change+$0.12 (+0.82%)
VolumeN/A
Net Assets51.52M
CWIEX vs UEIPX Comparison Chart in %
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CWIEX vs. UEIPX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. UEIPX (51.5M). CWIEX pays higher dividends than UEIPX: CWIEX (1.22) vs UEIPX (1.05). CWIEX was incepted earlier than UEIPX: CWIEX (24 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 : 13.93 vs. CWIEX (12.87). CWIEX return over 5 years is better than : 49.15 vs. UEIPX (38.18).
| CWIEX | UEIPX | CWIEX / UEIPX | |
| Total Expense Ratio | 1.00 | 0.85 | 118% |
| Annual Report Gross Expense Ratio | 1.00 | 1.52 | 66% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 15.997 | 16.746 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 51.5M | 266,019% |
| Annual Yield % from dividends | 1.22 | 1.05 | 117% |
| Returns for 1 year | 12.87 | 13.93 | 92% |
| Returns for 3 years | 54.44 | 49.35 | 110% |
| Returns for 5 years | 49.15 | 38.18 | 129% |
| Returns for 10 years | 94.28 | N/A | - |