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CWIFX vs UEIPX
CWIFX vs UEIPX Comparison
Open Charts CWIFX vs UEIPX
American Funds Capital World Gr&Inc 529F
Price$72.19
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.3B
UBS Engage For Impact P
Price$14.46
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets51.44M
CWIFX vs UEIPX Comparison Chart in %
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CWIFX vs. UEIPX commentary
Jul 26, 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 StrongBuy and UEIPX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. UEIPX (51.4M). CWIFX pays higher dividends than UEIPX: CWIFX (1.60) vs UEIPX (1.06). 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 : 15.08 vs. CWIFX (13.93). CWIFX return over 5 years is better than : 56.36 vs. UEIPX (39.28).
| CWIFX | UEIPX | CWIFX / UEIPX | |
| Total Expense Ratio | 0.86 | 0.85 | 101% |
| Annual Report Gross Expense Ratio | 0.86 | 1.52 | 57% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 15.108 | 14.762 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 51.4M | 266,537% |
| Annual Yield % from dividends | 1.60 | 1.06 | 152% |
| Returns for 1 year | 13.93 | 15.08 | 92% |
| Returns for 3 years | 53.13 | 45.36 | 117% |
| Returns for 5 years | 56.36 | 39.28 | 143% |
| Returns for 10 years | 88.17 | N/A | - |