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IVSCX vs RCWCX
IVSCX vs RCWCX Comparison
Open Charts IVSCX vs RCWCX
Macquarie Global Bond Fund
Price$9.12
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets479.56M
American Funds Capital World Bond R3
Price$16.26
Change+$0.10 (+0.62%)
VolumeN/A
Net Assets9.87B
IVSCX vs RCWCX Comparison Chart
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IVSCX vs. RCWCX 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 IVSCX is a Hold and RCWCX is a Hold.
FUNDAMENTALS
Fundamentals
RCWCX has more cash in the bank: 9.87B vs. IVSCX (480M). RCWCX pays higher dividends than IVSCX: RCWCX (2.91) vs IVSCX (2.37). IVSCX was incepted earlier than RCWCX: IVSCX (17 years) vs RCWCX (23 years). IVSCX (2.06) is less costly to investors than RCWCX (1.13). RCWCX is a more actively managed with annual turnover of: 251.00 vs. IVSCX (181.00). RCWCX has a lower initial minimum investment than IVSCX: RCWCX (250) vs IVSCX (1000). RCWCX annual gain was more profitable for investors over the last year : 5.40 vs. IVSCX (3.64). IVSCX return over 5 years is better than : 3.98 vs. RCWCX (-10.66).
| IVSCX | RCWCX | IVSCX / RCWCX | |
| Total Expense Ratio | 1.71 | 1.13 | 151% |
| Annual Report Gross Expense Ratio | 2.06 | 1.13 | 182% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 0.387 | 5.112 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 480M | 9.87B | 5% |
| Annual Yield % from dividends | 2.37 | 2.91 | 81% |
| Returns for 1 year | 3.64 | 5.40 | 67% |
| Returns for 3 years | 6.56 | 0.29 | 2,273% |
| Returns for 5 years | 3.98 | -10.66 | -37% |
| Returns for 10 years | 13.54 | -1.72 | -789% |
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