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RWBEX vs UEIPX
RWBEX vs UEIPX Comparison
Open Charts RWBEX vs UEIPX
American Funds Capital World Gr&Inc R2E
Price$67.62
Change-$0.27 (-0.40%)
VolumeN/A
CapitalizationN/A
UBS Engage For Impact P
Price$13.17
Change-$0.18 (-1.35%)
VolumeN/A
CapitalizationN/A
RWBEX vs UEIPX Comparison Chart
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RWBEX vs. UEIPX commentary
Nov 15, 2024
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 RWBEX is a StrongSell and UEIPX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 127B vs. UEIPX (52M). RWBEX pays higher dividends than UEIPX: RWBEX (1.28) vs UEIPX (0.62). RWBEX was incepted earlier than UEIPX: RWBEX (10 years) vs UEIPX (6 years). RWBEX is a more actively managed with annual turnover of: 27.00 vs. UEIPX (21.00). RWBEX has a lower initial minimum investment than UEIPX: RWBEX (250) vs UEIPX (2000000). UEIPX (21.30) and RWBEX (20.43) have marching annual gain over last year. RWBEX return over 5 years is better than : 39.12 vs. UEIPX (22.50).
| RWBEX | UEIPX | RWBEX / UEIPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 6 years | - |
| Gain YTD | 14.308 | 11.715 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 52M | 244,231% |
| Annual Yield % from dividends | 1.28 | 0.62 | 207% |
| Returns for 1 year | 20.43 | 21.30 | 96% |
| Returns for 3 years | 3.78 | -13.08 | -29% |
| Returns for 5 years | 39.12 | 22.50 | 174% |
| Returns for 10 years | 50.31 | N/A | - |
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