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IVSCX vs WFBFX
IVSCX vs WFBFX Comparison
Open Charts IVSCX vs WFBFX
Macquarie Global Bond Fund
Price$9.12
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets479.56M
American Funds Capital World Bond F3
Price$16.28
Change+$0.10 (+0.62%)
VolumeN/A
Net Assets9.87B
IVSCX vs WFBFX Comparison Chart
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IVSCX vs. WFBFX 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 WFBFX is a Hold.
FUNDAMENTALS
Fundamentals
WFBFX has more cash in the bank: 9.87B vs. IVSCX (480M). WFBFX pays higher dividends than IVSCX: WFBFX (3.55) vs IVSCX (2.37). IVSCX was incepted earlier than WFBFX: IVSCX (17 years) vs WFBFX (8 years). IVSCX (2.06) is less costly to investors than WFBFX (0.48). WFBFX is a more actively managed with annual turnover of: 251.00 vs. IVSCX (181.00). IVSCX has a lower initial minimum investment than WFBFX: IVSCX (1000) vs WFBFX (1000000). WFBFX annual gain was more profitable for investors over the last year : 6.02 vs. IVSCX (3.64). IVSCX return over 5 years is better than : 3.98 vs. WFBFX (-8.06).
| IVSCX | WFBFX | IVSCX / WFBFX | |
| Total Expense Ratio | 1.71 | 0.48 | 356% |
| Annual Report Gross Expense Ratio | 2.06 | 0.48 | 429% |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 0.387 | 5.342 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 480M | 9.87B | 5% |
| Annual Yield % from dividends | 2.37 | 3.55 | 67% |
| Returns for 1 year | 3.64 | 6.02 | 61% |
| Returns for 3 years | 6.56 | 1.88 | 349% |
| Returns for 5 years | 3.98 | -8.06 | -49% |
| Returns for 10 years | 13.54 | N/A | - |
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