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IVSCX vs RCWCX
IVSCX vs RCWCX Comparison
Open Charts IVSCX vs RCWCX
Macquarie Global Bond Fund
Price$9.24
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets483.77M
American Funds Capital World Bond R3
Price$16.43
Change+$0.08 (+0.49%)
VolumeN/A
Net Assets10.01B
IVSCX vs RCWCX Comparison Chart in %
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IVSCX vs. RCWCX 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 RCWCX is a Hold.
FUNDAMENTALS
Fundamentals
RCWCX has more cash in the bank: 10B vs. IVSCX (484M). RCWCX pays higher dividends than IVSCX: RCWCX (2.92) 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 (226.00). 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 : 6.87 vs. IVSCX (4.03). IVSCX return over 5 years is better than : 2.69 vs. RCWCX (-11.15).
| 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 | 1.767 | 7.143 | 25% |
| 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 | 2.92 | 81% |
| Returns for 1 year | 4.03 | 6.87 | 59% |
| Returns for 3 years | 9.93 | 6.46 | 154% |
| Returns for 5 years | 2.69 | -11.15 | -24% |
| Returns for 10 years | 16.50 | 1.31 | 1,263% |
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