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FWGIX vs UEIPX
FWGIX vs UEIPX Comparison
Open Charts FWGIX vs UEIPX
American Funds Capital World Gr&Inc F3
Price$74.79
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
UBS Engage For Impact P
Price$14.49
Change-$0.13 (-0.89%)
VolumeN/A
Net Assets49.38M
FWGIX vs UEIPX Comparison Chart in %
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FWGIX 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 FWGIX is a Hold and UEIPX is a Hold.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 139B vs. UEIPX (49.4M). FWGIX pays higher dividends than UEIPX: FWGIX (1.65) vs UEIPX (1.03). 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 is a more actively managed with annual turnover of: 29.00 vs. FWGIX (27.00). FWGIX has a lower initial minimum investment than UEIPX: FWGIX (1000000) vs UEIPX (2000000). UEIPX annual gain was more profitable for investors over the last year : 13.58 vs. FWGIX (12.61). FWGIX return over 5 years is better than : 43.73 vs. UEIPX (22.63).
| 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 | 19.320 | 16.032 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 49.4M | 281,377% |
| Annual Yield % from dividends | 1.65 | 1.03 | 159% |
| Returns for 1 year | 12.61 | 13.58 | 93% |
| Returns for 3 years | 52.25 | 40.06 | 130% |
| Returns for 5 years | 43.73 | 22.63 | 193% |
| Returns for 10 years | N/A | N/A | - |
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