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IVSCX vs RCWAX
IVSCX vs RCWAX Comparison
Open Charts IVSCX vs RCWAX
Macquarie Global Bond Fund
Price$9.24
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets480.42M
American Funds Capital World Bond R1
Price$16.23
Change+$0.09 (+0.56%)
VolumeN/A
Net Assets9.92B
IVSCX vs RCWAX Comparison Chart in %
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IVSCX vs. RCWAX commentary
Jul 23, 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 IVSCX is a Hold and RCWAX is a Hold.
FUNDAMENTALS
Fundamentals
RCWAX has more cash in the bank: 9.92B vs. IVSCX (480M). RCWAX pays higher dividends than IVSCX: RCWAX (2.72) vs IVSCX (2.30). IVSCX was incepted earlier than RCWAX: IVSCX (17 years) vs RCWAX (23 years). IVSCX (2.06) is less costly to investors than RCWAX (1.57). RCWAX is a more actively managed with annual turnover of: 251.00 vs. IVSCX (226.00). RCWAX has a lower initial minimum investment than IVSCX: RCWAX (250) vs IVSCX (1000). RCWAX annual gain was more profitable for investors over the last year : 5.21 vs. IVSCX (3.69). IVSCX return over 5 years is better than : 1.39 vs. RCWAX (-15.10).
| IVSCX | RCWAX | IVSCX / RCWAX | |
| Total Expense Ratio | 1.71 | 1.57 | 109% |
| Annual Report Gross Expense Ratio | 2.06 | 1.57 | 131% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 1.877 | 6.717 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 480M | 9.92B | 5% |
| Annual Yield % from dividends | 2.30 | 2.72 | 85% |
| Returns for 1 year | 3.69 | 5.21 | 71% |
| Returns for 3 years | 8.94 | 4.35 | 206% |
| Returns for 5 years | 1.39 | -15.10 | -9% |
| Returns for 10 years | 17.83 | -2.93 | -608% |
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