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CCWAX vs CCWFX
CCWAX vs CCWFX Comparison
Open Charts CCWAX vs CCWFX
American Funds Capital World Bond 529A
Price$16.35
Change+$0.10 (+0.62%)
VolumeN/A
Net Assets9.81B
American Funds Capital World Bond 529F
Price$16.18
Change+$0.10 (+0.62%)
VolumeN/A
Net Assets9.81B
CCWAX vs CCWFX Comparison Chart
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CCWAX vs. CCWFX commentary
May 24, 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 CCWFX is a Hold.
FUNDAMENTALS
Fundamentals
CCWAX (9.81B) and CCWFX (9.81B) have equal amount of cash in the bank . CCWFX pays higher dividends than CCWAX: CCWFX (3.22) vs CCWAX (3.02). CCWAX was incepted earlier than CCWFX: CCWAX (23 years) vs CCWFX (23 years). CCWFX (1.10) is less costly to investors than CCWAX (1.00). CCWAX (251.00) and CCWFX (251.00) have comparable annual turnover. CCWAX (250) and CCWFX (250) have matching initial minimum investment requirements. CCWFX (5.61) and CCWAX (5.57) have marching annual gain over last year. CCWFX return over 5 years is better than : -8.43 vs. CCWAX (-9.08).
| CCWAX | CCWFX | CCWAX / CCWFX | |
| Total Expense Ratio | 1.00 | 1.10 | 91% |
| Annual Report Gross Expense Ratio | 1.00 | 1.10 | 91% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 5.183 | 5.211 | 99% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.81B | 9.81B | 100% |
| Annual Yield % from dividends | 3.02 | 3.22 | 94% |
| Returns for 1 year | 5.57 | 5.61 | 99% |
| Returns for 3 years | 1.58 | 1.98 | 80% |
| Returns for 5 years | -9.08 | -8.43 | 108% |
| Returns for 10 years | 1.93 | 3.90 | 50% |
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