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CWIFX vs UEIPX
CWIFX vs UEIPX Comparison
Open Charts CWIFX vs UEIPX
American Funds Capital World Gr&Inc 529F
Price$74.42
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
UBS Engage For Impact P
Price$14.49
Change-$0.13 (-0.89%)
VolumeN/A
Net Assets49.38M
CWIFX vs UEIPX Comparison Chart in %
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CWIFX vs. UEIPX commentary
Nov 20, 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 Hold and UEIPX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 140B vs. UEIPX (49.4M). CWIFX pays higher dividends than UEIPX: CWIFX (1.49) vs UEIPX (1.03). 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 is a more actively managed with annual turnover of: 29.00 vs. CWIFX (27.00). 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 : 13.58 vs. CWIFX (12.31). CWIFX return over 5 years is better than : 45.77 vs. UEIPX (22.63).
| 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 | 19.021 | 16.032 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 49.4M | 283,401% |
| Annual Yield % from dividends | 1.49 | 1.03 | 144% |
| Returns for 1 year | 12.31 | 13.58 | 91% |
| Returns for 3 years | 52.19 | 40.06 | 130% |
| Returns for 5 years | 45.77 | 22.63 | 202% |
| Returns for 10 years | 99.87 | N/A | - |
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