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CCWAX vs CCWEX
CCWAX vs CCWEX Comparison
Open Charts CCWAX vs CCWEX
American Funds Capital World Bond 529A
Price$16.35
Change+$0.10 (+0.62%)
VolumeN/A
Net Assets9.87B
American Funds Capital World Bond 529E
Price$16.22
Change+$0.10 (+0.62%)
VolumeN/A
Net Assets9.87B
CCWAX vs CCWEX Comparison Chart
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CCWAX vs. CCWEX commentary
May 25, 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 CCWAX is a Hold and CCWEX is a Hold.
FUNDAMENTALS
Fundamentals
CCWAX (9.87B) and CCWEX (9.87B) have equal amount of cash in the bank . CCWAX (3.02) and CCWEX (2.91) have matching dividends . CCWAX was incepted earlier than CCWEX: CCWAX (23 years) vs CCWEX (23 years). CCWEX (1.13) is less costly to investors than CCWAX (1.00). CCWAX (251.00) and CCWEX (251.00) have comparable annual turnover. CCWAX (250) and CCWEX (250) have matching initial minimum investment requirements. CCWAX (5.57) and CCWEX (5.40) have marching annual gain over last year. CCWAX return over 5 years is better than : -9.08 vs. CCWEX (-9.78).
| CCWAX | CCWEX | CCWAX / CCWEX | |
| Total Expense Ratio | 1.00 | 1.13 | 88% |
| Annual Report Gross Expense Ratio | 1.00 | 1.13 | 88% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 5.183 | 5.128 | 101% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.87B | 9.87B | 100% |
| Annual Yield % from dividends | 3.02 | 2.91 | 104% |
| Returns for 1 year | 5.57 | 5.40 | 103% |
| Returns for 3 years | 1.58 | 1.18 | 134% |
| Returns for 5 years | -9.08 | -9.78 | 93% |
| Returns for 10 years | 1.93 | 0.39 | 500% |
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