CWIFX
Price
$69.38
Change
-$0.06 (-0.09%)
Updated
Jun 25 closing price
Net Assets
132.87B
UEIPX
Price
$14.15
Change
-$0.03 (-0.21%)
Updated
Jun 25 closing price
Net Assets
51.86M
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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$69.38
Change-$0.06 (-0.09%)
VolumeN/A
Net Assets132.87B
UBS Engage For Impact P
Price$14.15
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets51.86M
CWIFX vs UEIPX Comparison Chart in %
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CWIFX vs. UEIPX commentary
Jun 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 133B vs. UEIPX (51.9M). 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 : 13.21 vs. CWIFX (7.78). CWIFX return over 5 years is better than : 59.28 vs. UEIPX (43.88).
CWIFXUEIPXCWIFX / UEIPX
Total Expense Ratio0.860.85101%
Annual Report Gross Expense Ratio0.861.5257%
Fund Existence23 years7 years-
Gain YTD10.62812.54085%
Front LoadN/AN/A-
Min. Initial Investment25020000000%
Min. Initial Investment IRAN/AN/A-
Net Assets133B51.9M256,262%
Annual Yield % from dividends1.681.13149%
Returns for 1 year7.7813.2159%
Returns for 3 years45.4240.20113%
Returns for 5 years59.2843.88135%
Returns for 10 years77.90N/A-
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