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RWBEX vs UEIPX
RWBEX vs UEIPX Comparison
Open Charts RWBEX vs UEIPX
American Funds Capital World Gr&Inc R2E
Price$63.15
Change+$0.32 (+0.51%)
VolumeN/A
Net Assets121.38B
UBS Engage For Impact P
Price$12.54
Change+$0.07 (+0.56%)
VolumeN/A
Net Assets48.13M
RWBEX vs UEIPX Comparison Chart
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RWBEX vs. UEIPX commentary
Apr 26, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 121B vs. UEIPX (48.1M). UEIPX (1.24) and RWBEX (1.19) 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). RWBEX (1.79) and UEIPX (1.72) have marching annual gain over last year. RWBEX return over 5 years is better than : 49.61 vs. UEIPX (41.19).
| 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 | -0.000 | -1.032 | 0% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 48.1M | 251,559% |
| Annual Yield % from dividends | 1.19 | 1.24 | 96% |
| Returns for 1 year | 1.79 | 1.72 | 104% |
| Returns for 3 years | 21.23 | 14.40 | 147% |
| Returns for 5 years | 49.61 | 41.19 | 120% |
| Returns for 10 years | 34.38 | N/A | - |
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