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FWGIX vs UEIPX
FWGIX vs UEIPX Comparison
Open Charts FWGIX vs UEIPX
American Funds Capital World Gr&Inc F3
Price$74.82
Change-$0.26 (-0.35%)
VolumeN/A
Net Assets140.8B
UBS Engage For Impact P
Price$14.84
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets51.94M
FWGIX vs UEIPX Comparison Chart in %
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FWGIX vs. UEIPX commentary
Sep 18, 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 FWGIX is a StrongBuy and UEIPX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 141B vs. UEIPX (51.9M). FWGIX pays higher dividends than UEIPX: FWGIX (1.73) vs UEIPX (1.05). FWGIX was incepted earlier than UEIPX: FWGIX (9 years) vs UEIPX (7 years). UEIPX (1.52) is less costly to investors than FWGIX (0.41). UEIPX (28.00) and FWGIX (27.00) have comparable annual turnover. FWGIX has a lower initial minimum investment than UEIPX: FWGIX (1000000) vs UEIPX (2000000). FWGIX annual gain was more profitable for investors over the last year : 13.76 vs. UEIPX (12.84). FWGIX return over 5 years is better than : 54.88 vs. UEIPX (38.42).
| FWGIX | UEIPX | FWGIX / UEIPX | |
| Total Expense Ratio | 0.41 | 0.85 | 48% |
| Annual Report Gross Expense Ratio | 0.41 | 1.52 | 27% |
| Fund Existence | 9 years | 7 years | - |
| Gain YTD | 19.368 | 18.016 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 51.9M | 271,676% |
| Annual Yield % from dividends | 1.73 | 1.05 | 165% |
| Returns for 1 year | 13.76 | 12.84 | 107% |
| Returns for 3 years | 60.50 | 50.82 | 119% |
| Returns for 5 years | 54.88 | 38.42 | 143% |
| Returns for 10 years | N/A | N/A | - |
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