CWIFX
Price
$68.55
Change
+$0.29 (+0.42%)
Updated
Jun 4 closing price
Net Assets
130.88B
UEIPX
Price
$13.67
Change
+$0.04 (+0.29%)
Updated
Jun 4 closing price
Net Assets
51.22M
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CWIFX vs UEIPX

Header iconCWIFX vs UEIPX Comparison
Open Charts CWIFX vs UEIPXBanner chart's image
American Funds Capital World Gr&Inc 529F
Price$68.55
Change+$0.29 (+0.42%)
VolumeN/A
Net Assets130.88B
UBS Engage For Impact P
Price$13.67
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets51.22M
CWIFX vs UEIPX Comparison Chart
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CWIFX 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 CWIFX is a Buy and UEIPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 131B vs. UEIPX (51.2M). CWIFX pays higher dividends than UEIPX: CWIFX (1.68) vs UEIPX (1.13). CWIFX was incepted earlier than UEIPX: CWIFX (23 years) vs UEIPX (7 years). UEIPX (1.52) is less costly to investors than CWIFX (0.86). UEIPX (28.00) and CWIFX (27.00) have comparable annual turnover. CWIFX has a lower initial minimum investment than UEIPX: CWIFX (250) vs UEIPX (2000000). UEIPX annual gain was more profitable for investors over the last year : 8.90 vs. CWIFX (7.78). CWIFX return over 5 years is better than : 50.95 vs. UEIPX (32.03).
CWIFXUEIPXCWIFX / UEIPX
Total Expense Ratio0.860.85101%
Annual Report Gross Expense Ratio0.861.5257%
Fund Existence23 years7 years-
Gain YTD8.7168.175107%
Front LoadN/AN/A-
Min. Initial Investment25020000000%
Min. Initial Investment IRAN/AN/A-
Net Assets131B51.2M255,859%
Annual Yield % from dividends1.681.13149%
Returns for 1 year7.788.9087%
Returns for 3 years32.6223.71138%
Returns for 5 years50.9532.03159%
Returns for 10 years76.54N/A-
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