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IVSCX vs RCWAX
IVSCX vs RCWAX Comparison
Open Charts IVSCX vs RCWAX
Macquarie Global Bond Fund
Price$9.24
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets483.77M
American Funds Capital World Bond R1
Price$16.26
Change+$0.08 (+0.49%)
VolumeN/A
Net Assets10.01B
IVSCX vs RCWAX Comparison Chart in %
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IVSCX vs. RCWAX commentary
Jun 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 IVSCX is a Hold and RCWAX is a Hold.
FUNDAMENTALS
Fundamentals
RCWAX has more cash in the bank: 10B vs. IVSCX (484M). RCWAX pays higher dividends than IVSCX: RCWAX (2.53) vs IVSCX (2.37). 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 : 6.41 vs. IVSCX (4.03). IVSCX return over 5 years is better than : 2.69 vs. RCWAX (-12.93).
| 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 | 1.767 | 6.914 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 484M | 10B | 5% |
| Annual Yield % from dividends | 2.37 | 2.53 | 94% |
| Returns for 1 year | 4.03 | 6.41 | 63% |
| Returns for 3 years | 9.93 | 5.18 | 192% |
| Returns for 5 years | 2.69 | -12.93 | -21% |
| Returns for 10 years | 16.50 | -2.75 | -600% |
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