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PFUPX vs RCWAX
PFUPX vs RCWAX Comparison
Open Charts PFUPX vs RCWAX
PIMCO International Bond (Unhedged) I-2
Price$7.87
Change+$0.03 (+0.38%)
VolumeN/A
Net Assets812.95M
American Funds Capital World Bond R1
Price$16.24
Change+$0.09 (+0.56%)
VolumeN/A
Net Assets9.93B
PFUPX vs RCWAX Comparison Chart
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PFUPX vs. RCWAX commentary
Jun 05, 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 PFUPX is a Hold and RCWAX is a Hold.
FUNDAMENTALS
Fundamentals
RCWAX has more cash in the bank: 9.93B vs. PFUPX (813M). PFUPX pays higher dividends than RCWAX: PFUPX (4.03) vs RCWAX (2.53). PFUPX was incepted earlier than RCWAX: PFUPX (17 years) vs RCWAX (23 years). RCWAX (1.57) is less costly to investors than PFUPX (0.87). PFUPX is a more actively managed with annual turnover of: 641.00 vs. RCWAX (251.00). RCWAX has a lower initial minimum investment than PFUPX: RCWAX (250) vs PFUPX (1000000). PFUPX annual gain was more profitable for investors over the last year : 9.41 vs. RCWAX (5.18). PFUPX return over 5 years is better than : -4.91 vs. RCWAX (-13.30).
| PFUPX | RCWAX | PFUPX / RCWAX | |
| Total Expense Ratio | 0.87 | 1.57 | 55% |
| Annual Report Gross Expense Ratio | 0.87 | 1.57 | 55% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 8.291 | 5.964 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 813M | 9.93B | 8% |
| Annual Yield % from dividends | 4.03 | 2.53 | 159% |
| Returns for 1 year | 9.41 | 5.18 | 182% |
| Returns for 3 years | 5.54 | 1.03 | 536% |
| Returns for 5 years | -4.91 | -13.30 | 37% |
| Returns for 10 years | 7.70 | -3.62 | -213% |
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