Ad is loading...
RWBEX vs UEIPX
RWBEX vs UEIPX Comparison
Open Charts RWBEX vs UEIPX
American Funds Capital World Gr&Inc R2E
Price$63.62
Change+$0.23 (+0.36%)
VolumeN/A
Net Assets122.78B
UBS Engage For Impact P
Price$12.35
Change+$0.09 (+0.73%)
VolumeN/A
Net Assets47.02M
RWBEX vs UEIPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RWBEX vs. UEIPX commentary
Apr 04, 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 Buy and UEIPX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 123B vs. UEIPX (47M). UEIPX (1.24) and RWBEX (1.19) have matching dividends . RWBEX was incepted earlier than UEIPX: RWBEX (11 years) vs UEIPX (6 years). UEIPX (1.52) is less costly to investors than RWBEX (1.21). UEIPX (28.00) and RWBEX (27.00) have comparable annual turnover. 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 : 0.39 vs. UEIPX (-1.58). RWBEX return over 5 years is better than : 65.81 vs. UEIPX (56.03).
| RWBEX | UEIPX | RWBEX / UEIPX | |
| Total Expense Ratio | 1.21 | 0.85 | 142% |
| Annual Report Gross Expense Ratio | 1.21 | 1.52 | 80% |
| Fund Existence | 11 years | 6 years | - |
| Gain YTD | 0.744 | -2.698 | -28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 47M | 261,702% |
| Annual Yield % from dividends | 1.19 | 1.24 | 96% |
| Returns for 1 year | 0.39 | -1.58 | -25% |
| Returns for 3 years | 11.34 | 4.21 | 269% |
| Returns for 5 years | 65.81 | 56.03 | 117% |
| Returns for 10 years | 39.69 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...