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CWBFX vs OSIYX
CWBFX vs OSIYX Comparison
Open Charts CWBFX vs OSIYX
American Funds Capital World Bond A
Price$16.34
Change-$0.22 (-1.33%)
VolumeN/A
Net Assets9.9B
Invesco Global Strategic Income Y
Price$3.19
Change-$0.01 (-0.31%)
VolumeN/A
Net Assets1.57B
CWBFX vs OSIYX Comparison Chart
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CWBFX vs. OSIYX commentary
Jun 16, 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: 9.9B vs. OSIYX (1.57B). OSIYX pays higher dividends than CWBFX: OSIYX (5.58) vs CWBFX (3.05). 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 : 10.34 vs. CWBFX (6.30). OSIYX return over 5 years is better than : 12.74 vs. CWBFX (-11.29).
| 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 | 6.424 | 6.019 | 107% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.9B | 1.57B | 631% |
| Annual Yield % from dividends | 3.05 | 5.58 | 55% |
| Returns for 1 year | 6.30 | 10.34 | 61% |
| Returns for 3 years | 7.80 | 24.10 | 32% |
| Returns for 5 years | -11.29 | 12.74 | -89% |
| Returns for 10 years | 1.70 | 21.36 | 8% |
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