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RWBEX vs UEIPX
RWBEX vs UEIPX Comparison
Open Charts RWBEX vs UEIPX
American Funds Capital World Gr&Inc R2E
Price$65.17
Change-$4.61 (-6.61%)
VolumeN/A
CapitalizationN/A
UBS Engage For Impact P
Price$13.07
Change-$0.61 (-4.46%)
VolumeN/A
CapitalizationN/A
RWBEX vs UEIPX Comparison Chart
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RWBEX vs. UEIPX commentary
Dec 18, 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 Buy and UEIPX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 130B vs. UEIPX (53.6M). 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 : 16.67 vs. RWBEX (11.66). RWBEX return over 5 years is better than : 30.86 vs. UEIPX (24.86).
| 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 | 10.091 | 15.397 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 53.6M | 242,537% |
| Annual Yield % from dividends | 1.28 | 0.62 | 207% |
| Returns for 1 year | 11.66 | 16.67 | 70% |
| Returns for 3 years | 9.08 | -3.71 | -244% |
| Returns for 5 years | 30.86 | 24.86 | 124% |
| Returns for 10 years | 45.55 | N/A | - |
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