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$72.06
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.3B
UBS Engage For Impact P
Price$14.46
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets51.44M
CWIEX vs UEIPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX 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 CWIEX is a StrongBuy and UEIPX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. UEIPX (51.4M). CWIEX pays higher dividends than UEIPX: CWIEX (1.25) vs UEIPX (1.06). 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 : 15.08 vs. CWIEX (13.48). CWIEX return over 5 years is better than : 53.28 vs. UEIPX (39.28).
| 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 | 14.849 | 14.762 | 101% |
| Front Load | N/A | 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 | 1.25 | 1.06 | 118% |
| Returns for 1 year | 13.48 | 15.08 | 89% |
| Returns for 3 years | 51.35 | 45.36 | 113% |
| Returns for 5 years | 53.28 | 39.28 | 136% |
| Returns for 10 years | 80.39 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement