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RWIFX vs UEIPX
RWIFX vs UEIPX Comparison
Open Charts RWIFX vs UEIPX
American Funds Capital World Gr&Inc R5
Price$65.19
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets124.97B
UBS Engage For Impact P
Price$13.03
Change+$0.07 (+0.54%)
VolumeN/A
Net Assets49.59M
RWIFX vs UEIPX Comparison Chart
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RWIFX 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 RWIFX is a Buy and UEIPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 125B vs. UEIPX (49.6M). RWIFX pays higher dividends than UEIPX: RWIFX (1.91) vs UEIPX (1.20). RWIFX was incepted earlier than UEIPX: RWIFX (23 years) vs UEIPX (7 years). UEIPX (1.52) is less costly to investors than RWIFX (0.46). UEIPX (28.00) and RWIFX (27.00) have comparable annual turnover. RWIFX has a lower initial minimum investment than UEIPX: RWIFX (250) vs UEIPX (2000000). UEIPX annual gain was more profitable for investors over the last year : 4.27 vs. RWIFX (2.53). RWIFX return over 5 years is better than : 52.57 vs. UEIPX (41.44).
| RWIFX | UEIPX | RWIFX / UEIPX | |
| Total Expense Ratio | 0.46 | 0.85 | 54% |
| Annual Report Gross Expense Ratio | 0.46 | 1.52 | 30% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 2.950 | 3.413 | 86% |
| 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 | 1.91 | 1.20 | 159% |
| Returns for 1 year | 2.53 | 4.27 | 59% |
| Returns for 3 years | 31.36 | 27.71 | 113% |
| Returns for 5 years | 52.57 | 41.44 | 127% |
| Returns for 10 years | 43.36 | N/A | - |
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