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CCWEX vs RCWAX
CCWEX vs RCWAX Comparison
Open Charts CCWEX vs RCWAX
American Funds Capital World Bond 529E
Price$16.28
Change-$0.09 (-0.55%)
VolumeN/A
Net Assets9.97B
American Funds Capital World Bond R1
Price$16.14
Change-$0.08 (-0.49%)
VolumeN/A
Net Assets9.97B
CCWEX vs RCWAX Comparison Chart
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CCWEX vs. RCWAX 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 CCWEX is a Hold and RCWAX is a Hold.
FUNDAMENTALS
Fundamentals
CCWEX (9.97B) and RCWAX (9.97B) have equal amount of cash in the bank . CCWEX pays higher dividends than RCWAX: CCWEX (2.92) vs RCWAX (2.53). CCWEX was incepted earlier than RCWAX: CCWEX (23 years) vs RCWAX (23 years). RCWAX (1.57) is less costly to investors than CCWEX (1.13). CCWEX (251.00) and RCWAX (251.00) have comparable annual turnover. CCWEX (250) and RCWAX (250) have matching initial minimum investment requirements. CCWEX annual gain was more profitable for investors over the last year : 4.80 vs. RCWAX (4.34). CCWEX return over 5 years is better than : -11.17 vs. RCWAX (-13.83).
| CCWEX | RCWAX | CCWEX / RCWAX | |
| Total Expense Ratio | 1.13 | 1.57 | 72% |
| Annual Report Gross Expense Ratio | 1.13 | 1.57 | 72% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 5.517 | 5.311 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.97B | 9.97B | 100% |
| Annual Yield % from dividends | 2.92 | 2.53 | 115% |
| Returns for 1 year | 4.80 | 4.34 | 111% |
| Returns for 3 years | 2.93 | 0.89 | 330% |
| Returns for 5 years | -11.17 | -13.83 | 81% |
| Returns for 10 years | 1.70 | -4.41 | -39% |
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