Ad is loading...
RWBEX vs UEIPX
RWBEX vs UEIPX Comparison
Open Charts RWBEX vs UEIPX
American Funds Capital World Gr&Inc R2E
Price$65.96
Change-$0.88 (-1.32%)
VolumeN/A
Net Assets128.43B
UBS Engage For Impact P
Price$12.96
Change-$0.24 (-1.82%)
VolumeN/A
Net Assets50.98M
RWBEX vs UEIPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RWBEX vs. UEIPX commentary
Feb 23, 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 RWBEX is a StrongBuy and UEIPX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 128B vs. UEIPX (51M). 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 annual gain was more profitable for investors over the last year : 7.54 vs. RWBEX (6.59). RWBEX return over 5 years is better than : 30.89 vs. UEIPX (20.42).
| 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 | 4.252 | 2.857 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 51M | 250,980% |
| Annual Yield % from dividends | 1.28 | 0.62 | 207% |
| Returns for 1 year | 6.59 | 7.54 | 87% |
| Returns for 3 years | 15.51 | 11.47 | 135% |
| Returns for 5 years | 30.89 | 20.42 | 151% |
| Returns for 10 years | 42.33 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers