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CWIEX vs UEIPX
CWIEX vs UEIPX Comparison
Open Charts CWIEX vs UEIPX
American Funds Capital World Gr&Inc 529E
Price$68.40
Change+$0.29 (+0.43%)
VolumeN/A
Net Assets130.88B
UBS Engage For Impact P
Price$13.67
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets51.22M
CWIEX vs UEIPX Comparison Chart
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CWIEX vs. UEIPX commentary
Jun 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 131B vs. UEIPX (51.2M). 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 : 8.90 vs. CWIEX (7.37). CWIEX return over 5 years is better than : 47.98 vs. UEIPX (32.03).
| 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 | 8.531 | 8.175 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 51.2M | 255,859% |
| Annual Yield % from dividends | 1.31 | 1.13 | 116% |
| Returns for 1 year | 7.37 | 8.90 | 83% |
| Returns for 3 years | 31.07 | 23.71 | 131% |
| Returns for 5 years | 47.98 | 32.03 | 150% |
| Returns for 10 years | 69.24 | N/A | - |
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