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CCWAX vs PFUPX
CCWAX vs PFUPX Comparison
Open Charts CCWAX vs PFUPX
American Funds Capital World Bond 529A
Price$16.41
Change-$0.08 (-0.49%)
VolumeN/A
Net Assets9.97B
PIMCO International Bond (Unhedged) I-2
Price$7.83
Change-$0.03 (-0.38%)
VolumeN/A
Net Assets812.95M
CCWAX vs PFUPX Comparison Chart
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CCWAX vs. PFUPX commentary
Jun 07, 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 PFUPX is a Hold.
FUNDAMENTALS
Fundamentals
CCWAX has more cash in the bank: 9.97B vs. PFUPX (813M). PFUPX pays higher dividends than CCWAX: PFUPX (4.03) vs CCWAX (3.03). CCWAX was incepted earlier than PFUPX: CCWAX (23 years) vs PFUPX (17 years). CCWAX (1.00) is less costly to investors than PFUPX (0.87). PFUPX is a more actively managed with annual turnover of: 641.00 vs. CCWAX (251.00). CCWAX has a lower initial minimum investment than PFUPX: CCWAX (250) vs PFUPX (1000000). PFUPX annual gain was more profitable for investors over the last year : 9.69 vs. CCWAX (4.90). PFUPX return over 5 years is better than : -4.67 vs. CCWAX (-10.56).
| CCWAX | PFUPX | CCWAX / PFUPX | |
| Total Expense Ratio | 1.00 | 0.87 | 115% |
| Annual Report Gross Expense Ratio | 1.00 | 0.87 | 115% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 5.569 | 8.567 | 65% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.97B | 813M | 1,227% |
| Annual Yield % from dividends | 3.03 | 4.03 | 75% |
| Returns for 1 year | 4.90 | 9.69 | 51% |
| Returns for 3 years | 3.32 | 6.20 | 54% |
| Returns for 5 years | -10.56 | -4.67 | 226% |
| Returns for 10 years | 3.31 | 7.16 | 46% |
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