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CCWEX vs RCWHX
CCWEX vs RCWHX Comparison
Open Charts CCWEX vs RCWHX
American Funds Capital World Bond 529E
Price$16.22
Change+$0.10 (+0.62%)
VolumeN/A
Net Assets9.87B
American Funds Capital World Bond R5E
Price$16.26
Change+$0.10 (+0.62%)
VolumeN/A
Net Assets9.87B
CCWEX vs RCWHX Comparison Chart
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CCWEX vs. RCWHX commentary
May 25, 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 RCWHX is a Hold.
FUNDAMENTALS
Fundamentals
CCWEX (9.87B) and RCWHX (9.87B) have equal amount of cash in the bank . RCWHX pays higher dividends than CCWEX: RCWHX (3.40) vs CCWEX (2.91). CCWEX was incepted earlier than RCWHX: CCWEX (23 years) vs RCWHX (10 years). CCWEX (1.13) is less costly to investors than RCWHX (0.64). CCWEX (251.00) and RCWHX (251.00) have comparable annual turnover. CCWEX (250) and RCWHX (250) have matching initial minimum investment requirements. RCWHX annual gain was more profitable for investors over the last year : 5.86 vs. CCWEX (5.40). RCWHX return over 5 years is better than : -8.67 vs. CCWEX (-9.78).
| CCWEX | RCWHX | CCWEX / RCWHX | |
| Total Expense Ratio | 1.13 | 0.64 | 177% |
| Annual Report Gross Expense Ratio | 1.13 | 0.64 | 177% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 5.128 | 5.308 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.87B | 9.87B | 100% |
| Annual Yield % from dividends | 2.91 | 3.40 | 85% |
| Returns for 1 year | 5.40 | 5.86 | 92% |
| Returns for 3 years | 1.18 | 1.50 | 79% |
| Returns for 5 years | -9.78 | -8.67 | 113% |
| Returns for 10 years | 0.39 | N/A | - |
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