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PFUPX vs RCWAX
PFUPX vs RCWAX Comparison
Open Charts PFUPX vs RCWAX
PIMCO International Bond (Unhedged) I-2
Price$7.84
Change-$0.02 (-0.25%)
VolumeN/A
Net Assets683.39M
American Funds Capital World Bond R1
Price$16.24
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.04B
PFUPX vs RCWAX Comparison Chart
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PFUPX vs. RCWAX commentary
May 01, 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: 10B vs. PFUPX (683M). PFUPX pays higher dividends than RCWAX: PFUPX (4.17) vs RCWAX (2.59). 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 : 11.07 vs. RCWAX (6.80). PFUPX return over 5 years is better than : -1.23 vs. RCWAX (-11.01).
| 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 | 7.822 | 5.964 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 683M | 10B | 7% |
| Annual Yield % from dividends | 4.17 | 2.59 | 161% |
| Returns for 1 year | 11.07 | 6.80 | 163% |
| Returns for 3 years | 4.09 | 0.85 | 479% |
| Returns for 5 years | -1.23 | -11.01 | 11% |
| Returns for 10 years | 1.92 | -6.42 | -30% |
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