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CWIEX vs UEIPX
CWIEX vs UEIPX Comparison
Open Charts CWIEX vs UEIPX
American Funds Capital World Gr&Inc 529E
Price$75.70
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets142.48B
UBS Engage For Impact P
Price$14.94
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets51.22M
CWIEX vs UEIPX Comparison Chart in %
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CWIEX vs. UEIPX commentary
Oct 07, 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 Buy and UEIPX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. UEIPX (51.2M). CWIEX pays higher dividends than UEIPX: CWIEX (1.17) vs UEIPX (1.04). 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 (12.06) and CWIEX (11.97) have marching annual gain over last year. CWIEX return over 5 years is better than : 55.06 vs. UEIPX (34.55).
| 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 | 20.891 | 18.254 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 51.2M | 277,344% |
| Annual Yield % from dividends | 1.17 | 1.04 | 113% |
| Returns for 1 year | 11.97 | 12.06 | 99% |
| Returns for 3 years | 69.64 | 57.73 | 121% |
| Returns for 5 years | 55.06 | 34.55 | 159% |
| Returns for 10 years | 97.69 | N/A | - |
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