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CCWAX vs PFUPX
CCWAX vs PFUPX Comparison
Open Charts CCWAX vs PFUPX
American Funds Capital World Bond 529A
Price$16.59
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets10B
PIMCO International Bond (Unhedged) I-2
Price$7.89
Change+$0.04 (+0.51%)
VolumeN/A
Net Assets930.48M
CCWAX vs PFUPX Comparison Chart in %
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CCWAX vs. PFUPX commentary
Aug 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: 10B vs. PFUPX (930M). PFUPX pays higher dividends than CCWAX: PFUPX (4.06) vs CCWAX (3.29). 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: 646.00 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 : 7.33 vs. CCWAX (3.90). PFUPX return over 5 years is better than : -9.24 vs. CCWAX (-12.52).
| 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 | 7.696 | 9.200 | 84% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10B | 930M | 1,075% |
| Annual Yield % from dividends | 3.29 | 4.06 | 81% |
| Returns for 1 year | 3.90 | 7.33 | 53% |
| Returns for 3 years | 6.52 | 9.52 | 69% |
| Returns for 5 years | -12.52 | -9.24 | 135% |
| Returns for 10 years | 5.58 | 9.14 | 61% |
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