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CCWAX vs IVSCX
CCWAX vs IVSCX Comparison
Open Charts CCWAX vs IVSCX
American Funds Capital World Bond 529A
Price$16.35
Change+$0.10 (+0.62%)
VolumeN/A
Net Assets9.87B
Macquarie Global Bond Fund
Price$9.12
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets479.56M
CCWAX vs IVSCX Comparison Chart
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CCWAX vs. IVSCX 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 IVSCX is a Hold.
FUNDAMENTALS
Fundamentals
CCWAX has more cash in the bank: 9.87B vs. IVSCX (480M). CCWAX pays higher dividends than IVSCX: CCWAX (3.02) vs IVSCX (2.37). CCWAX was incepted earlier than IVSCX: CCWAX (23 years) vs IVSCX (17 years). IVSCX (2.06) is less costly to investors than CCWAX (1.00). CCWAX is a more actively managed with annual turnover of: 251.00 vs. IVSCX (181.00). CCWAX has a lower initial minimum investment than IVSCX: CCWAX (250) vs IVSCX (1000). CCWAX annual gain was more profitable for investors over the last year : 5.57 vs. IVSCX (3.64). IVSCX return over 5 years is better than : 3.98 vs. CCWAX (-9.08).
| CCWAX | IVSCX | CCWAX / IVSCX | |
| Total Expense Ratio | 1.00 | 1.71 | 58% |
| Annual Report Gross Expense Ratio | 1.00 | 2.06 | 49% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 5.183 | 0.387 | 1,339% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.87B | 480M | 2,057% |
| Annual Yield % from dividends | 3.02 | 2.37 | 128% |
| Returns for 1 year | 5.57 | 3.64 | 153% |
| Returns for 3 years | 1.58 | 6.56 | 24% |
| Returns for 5 years | -9.08 | 3.98 | -228% |
| Returns for 10 years | 1.93 | 13.54 | 14% |
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