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RWBEX vs UEIPX
RWBEX vs UEIPX Comparison
Open Charts RWBEX vs UEIPX
American Funds Capital World Gr&Inc R2E
Price$72.38
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets137.56B
UBS Engage For Impact P
Price$14.49
Change-$0.06 (-0.41%)
VolumeN/A
Net Assets51.45M
RWBEX vs UEIPX Comparison Chart in %
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RWBEX vs. UEIPX commentary
Aug 15, 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: 138B vs. UEIPX (51.4M). UEIPX (1.07) and RWBEX (1.06) have matching dividends . RWBEX was incepted earlier than UEIPX: RWBEX (11 years) vs UEIPX (7 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). UEIPX annual gain was more profitable for investors over the last year : 14.71 vs. RWBEX (12.59). RWBEX return over 5 years is better than : 45.09 vs. UEIPX (36.43).
| 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 | 7 years | - |
| Gain YTD | 15.071 | 15.476 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 51.4M | 268,482% |
| Annual Yield % from dividends | 1.06 | 1.07 | 99% |
| Returns for 1 year | 12.59 | 14.71 | 86% |
| Returns for 3 years | 39.63 | 34.45 | 115% |
| Returns for 5 years | 45.09 | 36.43 | 124% |
| Returns for 10 years | 60.57 | N/A | - |
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