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CCWAX vs PFRCX
CCWAX vs PFRCX Comparison
Open Charts CCWAX vs PFRCX
American Funds Capital World Bond 529A
Price$16.51
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets10.04B
PIMCO International Bond (Unhedged) C
Price$7.84
Change-$0.02 (-0.25%)
VolumeN/A
Net Assets683.39M
CCWAX vs PFRCX Comparison Chart
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CCWAX vs. PFRCX commentary
May 01, 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 PFRCX is a Hold.
FUNDAMENTALS
Fundamentals
CCWAX has more cash in the bank: 10B vs. PFRCX (683M). PFRCX (3.12) and CCWAX (3.11) have matching dividends . CCWAX was incepted earlier than PFRCX: CCWAX (23 years) vs PFRCX (21 years). PFRCX (1.92) is less costly to investors than CCWAX (1.00). PFRCX is a more actively managed with annual turnover of: 641.00 vs. CCWAX (251.00). CCWAX has a lower initial minimum investment than PFRCX: CCWAX (250) vs PFRCX (1000). PFRCX annual gain was more profitable for investors over the last year : 9.90 vs. CCWAX (7.48). PFRCX return over 5 years is better than : -6.23 vs. CCWAX (-7.55).
| CCWAX | PFRCX | CCWAX / PFRCX | |
| Total Expense Ratio | 1.00 | 1.92 | 52% |
| Annual Report Gross Expense Ratio | 1.00 | 1.92 | 52% |
| Fund Existence | 23 years | 21 years | - |
| Gain YTD | 6.212 | 7.546 | 82% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10B | 683M | 1,464% |
| Annual Yield % from dividends | 3.11 | 3.12 | 99% |
| Returns for 1 year | 7.48 | 9.90 | 76% |
| Returns for 3 years | 3.41 | 0.94 | 361% |
| Returns for 5 years | -7.55 | -6.23 | 121% |
| Returns for 10 years | 1.22 | -8.19 | -15% |
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