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RWBEX vs UEIPX
RWBEX vs UEIPX Comparison
Open Charts RWBEX vs UEIPX
American Funds Capital World Gr&Inc R2E
Price$67.59
Change-$0.16 (-0.24%)
VolumeN/A
CapitalizationN/A
UBS Engage For Impact P
Price$13.43
Change-$0.06 (-0.44%)
VolumeN/A
CapitalizationN/A
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RWBEX vs UEIPX Comparison Chart
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RWBEX vs. UEIPX commentary
Sep 21, 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 StrongBuy and UEIPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 128B vs. UEIPX (54.1M). 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). RWBEX annual gain was more profitable for investors over the last year : 24.14 vs. UEIPX (21.91). RWBEX return over 5 years is better than : 43.95 vs. UEIPX (28.17).
| 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 | 13.803 | 12.385 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 54.1M | 236,599% |
| Annual Yield % from dividends | 1.28 | 0.62 | 207% |
| Returns for 1 year | 24.14 | 21.91 | 110% |
| Returns for 3 years | 8.07 | -6.74 | -120% |
| Returns for 5 years | 43.95 | 28.17 | 156% |
| Returns for 10 years | 50.51 | N/A | - |
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