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CWBFX vs OSIYX
CWBFX vs OSIYX Comparison
Open Charts CWBFX vs OSIYX
American Funds Capital World Bond A
Price$16.17
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets9.83B
Invesco Global Strategic Income Y
Price$3.14
Change+$0.01 (+0.32%)
VolumeN/A
Net Assets1.55B
CWBFX vs OSIYX Comparison Chart
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CWBFX vs. OSIYX commentary
May 14, 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 CWBFX is a Hold and OSIYX is a Sell.
FUNDAMENTALS
Fundamentals
CWBFX has more cash in the bank: 9.83B vs. OSIYX (1.55B). OSIYX pays higher dividends than CWBFX: OSIYX (5.60) vs CWBFX (3.04). CWBFX was incepted earlier than OSIYX: CWBFX (38 years) vs OSIYX (27 years). CWBFX (0.99) is less costly to investors than OSIYX (0.81). OSIYX is a more actively managed with annual turnover of: 278.00 vs. CWBFX (251.00). CWBFX has a lower initial minimum investment than OSIYX: CWBFX (250) vs OSIYX (1000). OSIYX annual gain was more profitable for investors over the last year : 8.28 vs. CWBFX (4.76). OSIYX return over 5 years is better than : 18.85 vs. CWBFX (-9.90).
| CWBFX | OSIYX | CWBFX / OSIYX | |
| Total Expense Ratio | 0.99 | 0.81 | 122% |
| Annual Report Gross Expense Ratio | 0.99 | 0.81 | 122% |
| Fund Existence | 38 years | 27 years | - |
| Gain YTD | 4.362 | 3.543 | 123% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.83B | 1.55B | 636% |
| Annual Yield % from dividends | 3.04 | 5.60 | 54% |
| Returns for 1 year | 4.76 | 8.28 | 57% |
| Returns for 3 years | 1.62 | 16.14 | 10% |
| Returns for 5 years | -9.90 | 18.85 | -52% |
| Returns for 10 years | -3.03 | 17.21 | -18% |
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