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CWBFX vs RCWCX
CWBFX vs RCWCX Comparison
Open Charts CWBFX vs RCWCX
American Funds Capital World Bond A
Price$16.45
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets10.04B
American Funds Capital World Bond R3
Price$16.42
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets10.04B
CWBFX vs RCWCX Comparison Chart
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CWBFX vs. RCWCX commentary
May 01, 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 RCWCX is a Hold.
FUNDAMENTALS
Fundamentals
CWBFX (10B) and RCWCX (10B) have equal amount of cash in the bank . CWBFX (3.13) and RCWCX (2.99) have matching dividends . CWBFX was incepted earlier than RCWCX: CWBFX (38 years) vs RCWCX (23 years). RCWCX (1.13) is less costly to investors than CWBFX (0.99). CWBFX (251.00) and RCWCX (251.00) have comparable annual turnover. CWBFX (250) and RCWCX (250) have matching initial minimum investment requirements. CWBFX (7.45) and RCWCX (7.31) have marching annual gain over last year. CWBFX (-8.79) and RCWCX (-9.15) have equivalent 5 years return.
| CWBFX | RCWCX | CWBFX / RCWCX | |
| Total Expense Ratio | 0.99 | 1.13 | 88% |
| Annual Report Gross Expense Ratio | 0.99 | 1.13 | 88% |
| Fund Existence | 38 years | 23 years | - |
| Gain YTD | 6.170 | 6.147 | 100% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10B | 10B | 100% |
| Annual Yield % from dividends | 3.13 | 2.99 | 105% |
| Returns for 1 year | 7.45 | 7.31 | 102% |
| Returns for 3 years | 2.41 | 2.04 | 118% |
| Returns for 5 years | -8.79 | -9.15 | 96% |
| Returns for 10 years | -1.00 | -2.46 | 41% |
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