Ad is loading...
RWBEX vs UEIPX
RWBEX vs UEIPX Comparison
Open Charts RWBEX vs UEIPX
American Funds Capital World Gr&Inc R2E
Price$64.56
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets126.7B
UBS Engage For Impact P
Price$12.85
Change+$0.06 (+0.47%)
VolumeN/A
Net Assets51.24M
RWBEX vs UEIPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RWBEX vs. UEIPX commentary
Jan 19, 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: 127B vs. UEIPX (51.2M). 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 : 11.67 vs. RWBEX (10.43). RWBEX return over 5 years is better than : 26.04 vs. UEIPX (16.96).
| 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 | 2.039 | 1.984 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 51.2M | 248,047% |
| Annual Yield % from dividends | 1.28 | 0.62 | 207% |
| Returns for 1 year | 10.43 | 11.67 | 89% |
| Returns for 3 years | 7.63 | 2.96 | 258% |
| Returns for 5 years | 26.04 | 16.96 | 154% |
| Returns for 10 years | 45.57 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...