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RWIBX vs UEIPX
RWIBX vs UEIPX Comparison
Open Charts RWIBX vs UEIPX
American Funds Capital World Gr&Inc R2
Price$64.07
Change+$0.11 (+0.17%)
VolumeN/A
Net Assets124.97B
UBS Engage For Impact P
Price$13.03
Change+$0.07 (+0.54%)
VolumeN/A
Net Assets49.59M
RWIBX vs UEIPX Comparison Chart
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RWIBX vs. UEIPX commentary
May 11, 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 RWIBX is a Buy and UEIPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 125B vs. UEIPX (49.6M). UEIPX pays higher dividends than RWIBX: UEIPX (1.20) vs RWIBX (0.91). RWIBX was incepted earlier than UEIPX: RWIBX (23 years) vs UEIPX (7 years). UEIPX (1.52) and RWIBX (1.51) have similar cost to investors . UEIPX (28.00) and RWIBX (27.00) have comparable annual turnover. RWIBX has a lower initial minimum investment than UEIPX: RWIBX (250) vs UEIPX (2000000). UEIPX annual gain was more profitable for investors over the last year : 4.27 vs. RWIBX (1.36). RWIBX return over 5 years is better than : 47.10 vs. UEIPX (41.44).
| RWIBX | UEIPX | RWIBX / UEIPX | |
| Total Expense Ratio | 1.51 | 0.85 | 178% |
| Annual Report Gross Expense Ratio | 1.51 | 1.52 | 99% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 2.552 | 3.413 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 49.6M | 252,016% |
| Annual Yield % from dividends | 0.91 | 1.20 | 76% |
| Returns for 1 year | 1.36 | 4.27 | 32% |
| Returns for 3 years | 28.12 | 27.71 | 101% |
| Returns for 5 years | 47.10 | 41.44 | 114% |
| Returns for 10 years | 37.93 | N/A | - |
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