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RWIHX vs UEIPX
RWIHX vs UEIPX Comparison
Open Charts RWIHX vs UEIPX
American Funds Capital World Gr&Inc R5E
Price$65.29
Change-$4.72 (-6.74%)
VolumeN/A
CapitalizationN/A
UBS Engage For Impact P
Price$13.07
Change-$0.61 (-4.46%)
VolumeN/A
CapitalizationN/A
RWIHX vs UEIPX Comparison Chart
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RWIHX vs. UEIPX commentary
Dec 19, 2024
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 RWIHX is a Buy and UEIPX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 130B vs. UEIPX (53.6M). RWIHX pays higher dividends than UEIPX: RWIHX (1.86) vs UEIPX (0.62). RWIHX was incepted earlier than UEIPX: RWIHX (9 years) vs UEIPX (6 years). RWIHX is a more actively managed with annual turnover of: 27.00 vs. UEIPX (21.00). RWIHX has a lower initial minimum investment than UEIPX: RWIHX (250) vs UEIPX (2000000). UEIPX annual gain was more profitable for investors over the last year : 16.67 vs. RWIHX (12.23). RWIHX return over 5 years is better than : 33.22 vs. UEIPX (24.86).
| RWIHX | UEIPX | RWIHX / UEIPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 10.623 | 15.397 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 53.6M | 242,537% |
| Annual Yield % from dividends | 1.86 | 0.62 | 301% |
| Returns for 1 year | 12.23 | 16.67 | 73% |
| Returns for 3 years | 10.32 | -3.71 | -278% |
| Returns for 5 years | 33.22 | 24.86 | 134% |
| Returns for 10 years | N/A | N/A | - |
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