Interact to see
Advertisement
Advertisement
CWIFX vs UEIPX
CWIFX vs UEIPX Comparison
Open Charts CWIFX vs UEIPX
American Funds Capital World Gr&Inc 529F
Price$75.82
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets142.48B
UBS Engage For Impact P
Price$14.94
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets51.22M
CWIFX vs UEIPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIFX vs. UEIPX commentary
Oct 07, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. UEIPX (51.2M). CWIFX pays higher dividends than UEIPX: CWIFX (1.53) vs UEIPX (1.04). 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). CWIFX (12.41) and UEIPX (12.06) have marching annual gain over last year. CWIFX return over 5 years is better than : 58.14 vs. UEIPX (34.55).
| 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 | 21.260 | 18.254 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 51.2M | 277,344% |
| Annual Yield % from dividends | 1.53 | 1.04 | 147% |
| Returns for 1 year | 12.41 | 12.06 | 103% |
| Returns for 3 years | 71.62 | 57.73 | 124% |
| Returns for 5 years | 58.14 | 34.55 | 168% |
| Returns for 10 years | 106.16 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement