Ad is loading...
BFWFX vs OSIYX
BFWFX vs OSIYX Comparison
Open Charts BFWFX vs OSIYX
American Funds Capital World Bond F2
Price$16.14
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets9.83B
Invesco Global Strategic Income Y
Price$3.14
Change+$0.01 (+0.32%)
VolumeN/A
Net Assets1.55B
BFWFX vs OSIYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BFWFX vs. OSIYX commentary
May 14, 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 BFWFX is a Hold and OSIYX is a Sell.
FUNDAMENTALS
Fundamentals
BFWFX has more cash in the bank: 9.83B vs. OSIYX (1.55B). OSIYX pays higher dividends than BFWFX: OSIYX (5.60) vs BFWFX (3.44). BFWFX was incepted earlier than OSIYX: BFWFX (17 years) vs OSIYX (27 years). OSIYX (0.81) is less costly to investors than BFWFX (0.60). OSIYX is a more actively managed with annual turnover of: 278.00 vs. BFWFX (251.00). BFWFX has a lower initial minimum investment than OSIYX: BFWFX (250) vs OSIYX (1000). OSIYX annual gain was more profitable for investors over the last year : 8.28 vs. BFWFX (5.12). OSIYX return over 5 years is better than : 18.85 vs. BFWFX (-8.05).
| BFWFX | OSIYX | BFWFX / OSIYX | |
| Total Expense Ratio | 0.60 | 0.81 | 74% |
| Annual Report Gross Expense Ratio | 0.60 | 0.81 | 74% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 4.539 | 3.543 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.83B | 1.55B | 636% |
| Annual Yield % from dividends | 3.44 | 5.60 | 61% |
| Returns for 1 year | 5.12 | 8.28 | 62% |
| Returns for 3 years | 2.61 | 16.14 | 16% |
| Returns for 5 years | -8.05 | 18.85 | -43% |
| Returns for 10 years | 0.31 | 17.21 | 2% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers