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CWBFX vs RCWBX
CWBFX vs RCWBX Comparison
Open Charts CWBFX vs RCWBX
American Funds Capital World Bond A
Price$16.29
Change+$0.10 (+0.62%)
VolumeN/A
Net Assets9.87B
American Funds Capital World Bond R2
Price$16.06
Change+$0.10 (+0.63%)
VolumeN/A
Net Assets9.81B
CWBFX vs RCWBX Comparison Chart
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CWBFX vs. RCWBX 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 CWBFX is a Hold and RCWBX is a Hold.
FUNDAMENTALS
Fundamentals
CWBFX (9.87B) and RCWBX (9.81B) have equal amount of cash in the bank . CWBFX pays higher dividends than RCWBX: CWBFX (3.04) vs RCWBX (2.52). CWBFX was incepted earlier than RCWBX: CWBFX (38 years) vs RCWBX (23 years). RCWBX (1.58) is less costly to investors than CWBFX (0.99). CWBFX (251.00) and RCWBX (251.00) have comparable annual turnover. CWBFX (250) and RCWBX (250) have matching initial minimum investment requirements. CWBFX annual gain was more profitable for investors over the last year : 5.54 vs. RCWBX (4.88). CWBFX return over 5 years is better than : -10.36 vs. RCWBX (-12.46).
| CWBFX | RCWBX | CWBFX / RCWBX | |
| Total Expense Ratio | 0.99 | 1.58 | 63% |
| Annual Report Gross Expense Ratio | 0.99 | 1.58 | 63% |
| Fund Existence | 38 years | 23 years | - |
| Gain YTD | 5.137 | 4.929 | 104% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.87B | 9.81B | 101% |
| Annual Yield % from dividends | 3.04 | 2.52 | 121% |
| Returns for 1 year | 5.54 | 4.88 | 114% |
| Returns for 3 years | 0.66 | -0.85 | -77% |
| Returns for 5 years | -10.36 | -12.46 | 83% |
| Returns for 10 years | -0.31 | -5.63 | 5% |
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