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CWIFX vs UEIPX
CWIFX vs UEIPX Comparison
Open Charts CWIFX vs UEIPX
American Funds Capital World Gr&Inc 529F
Price$72.94
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
UBS Engage For Impact P
Price$14.71
Change+$0.12 (+0.82%)
VolumeN/A
Net Assets51.52M
CWIFX vs UEIPX Comparison Chart in %
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CWIFX vs. UEIPX commentary
Sep 08, 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 (51.5M). CWIFX pays higher dividends than UEIPX: CWIFX (1.57) vs UEIPX (1.05). 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 (13.93) and CWIFX (13.31) have marching annual gain over last year. CWIFX return over 5 years is better than : 52.14 vs. UEIPX (38.18).
| 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 | 16.304 | 16.746 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 51.5M | 266,019% |
| Annual Yield % from dividends | 1.57 | 1.05 | 150% |
| Returns for 1 year | 13.31 | 13.93 | 95% |
| Returns for 3 years | 56.25 | 49.35 | 114% |
| Returns for 5 years | 52.14 | 38.18 | 137% |
| Returns for 10 years | 102.66 | N/A | - |
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