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CWIEX vs UEIPX
CWIEX vs UEIPX Comparison
Open Charts CWIEX vs UEIPX
American Funds Capital World Gr&Inc 529E
Price$74.26
Change-$0.68 (-0.91%)
VolumeN/A
Net Assets139.93B
UBS Engage For Impact P
Price$14.49
Change-$0.13 (-0.89%)
VolumeN/A
Net Assets49.38M
CWIEX vs UEIPX Comparison Chart in %
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CWIEX vs. UEIPX commentary
Nov 20, 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 Hold and UEIPX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 140B vs. UEIPX (49.4M). CWIEX pays higher dividends than UEIPX: CWIEX (1.15) vs UEIPX (1.03). 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 is a more actively managed with annual turnover of: 29.00 vs. CWIEX (27.00). 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 : 13.58 vs. CWIEX (11.86). CWIEX return over 5 years is better than : 42.92 vs. UEIPX (22.63).
| 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 | 18.591 | 16.032 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 49.4M | 283,401% |
| Annual Yield % from dividends | 1.15 | 1.03 | 111% |
| Returns for 1 year | 11.86 | 13.58 | 87% |
| Returns for 3 years | 50.41 | 40.06 | 126% |
| Returns for 5 years | 42.92 | 22.63 | 190% |
| Returns for 10 years | 91.62 | N/A | - |
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