Interact to see
Advertisement
Advertisement
CWIEX vs UEIPX
CWIEX vs UEIPX Comparison
Open Charts CWIEX vs UEIPX
CWIEX vs UEIPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. UEIPX commentary
Jun 03, 2026
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: 152B vs. UEIPX (27.3M). UEIPX pays higher dividends than CWIEX: UEIPX (1.25) vs CWIEX (1.13). CWIEX was incepted earlier than UEIPX: CWIEX (24 years) vs UEIPX (8 years). UEIPX (1.65) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 44.00 vs. UEIPX (29.00). CWIEX has a lower initial minimum investment than UEIPX: CWIEX (250) vs UEIPX (2000000). CWIEX annual gain was more profitable for investors over the last year : 22.14 vs. UEIPX (9.27). CWIEX return over 5 years is better than : 36.52 vs. UEIPX (5.98).
| CWIEX | UEIPX | CWIEX / UEIPX | |
| Total Expense Ratio | 1.00 | 0.85 | 118% |
| Annual Report Gross Expense Ratio | 1.00 | 1.65 | 61% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 15.535 | 9.656 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152B | 27.3M | 556,777% |
| Annual Yield % from dividends | 1.13 | 1.25 | 90% |
| Returns for 1 year | 22.14 | 9.27 | 239% |
| Returns for 3 years | 53.51 | 39.64 | 135% |
| Returns for 5 years | 36.52 | 5.98 | 610% |
| Returns for 10 years | 117.56 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement