Interact to see
Advertisement
Advertisement
CCWAX vs PFRCX
CCWAX vs PFRCX Comparison
Open Charts CCWAX vs PFRCX
American Funds Capital World Bond 529A
Price$16.56
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets10B
PIMCO International Bond (Unhedged) C
Price$7.88
Change-$0.02 (-0.25%)
VolumeN/A
Net Assets930.48M
CCWAX vs PFRCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CCWAX vs. PFRCX commentary
Aug 10, 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 (930M). CCWAX pays higher dividends than PFRCX: CCWAX (3.29) vs PFRCX (3.02). 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: 646.00 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 : 7.18 vs. CCWAX (4.10). CCWAX return over 5 years is better than : -12.68 vs. PFRCX (-13.57).
| 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 | 7.501 | 8.956 | 84% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10B | 930M | 1,075% |
| Annual Yield % from dividends | 3.29 | 3.02 | 109% |
| Returns for 1 year | 4.10 | 7.18 | 57% |
| Returns for 3 years | 5.95 | 6.25 | 95% |
| Returns for 5 years | -12.68 | -13.57 | 93% |
| Returns for 10 years | 5.23 | -1.50 | -348% |