Interact to see
Advertisement
Advertisement
PFUPX vs RCWEX
PFUPX vs RCWEX Comparison
Open Charts PFUPX vs RCWEX
PIMCO International Bond (Unhedged) I-2
Price$7.85
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets930.48M
American Funds Capital World Bond R4
Price$16.47
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets9.99B
PFUPX vs RCWEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PFUPX vs. RCWEX commentary
Aug 06, 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 RCWEX is a Hold.
FUNDAMENTALS
Fundamentals
RCWEX has more cash in the bank: 9.99B vs. PFUPX (930M). PFUPX pays higher dividends than RCWEX: PFUPX (4.06) vs RCWEX (3.48). PFUPX was incepted earlier than RCWEX: PFUPX (17 years) vs RCWEX (23 years). PFUPX (0.87) and RCWEX (0.83) have similar cost to investors . PFUPX is a more actively managed with annual turnover of: 646.00 vs. RCWEX (251.00). RCWEX has a lower initial minimum investment than PFUPX: RCWEX (250) vs PFUPX (1000000). PFUPX annual gain was more profitable for investors over the last year : 7.06 vs. RCWEX (3.28). PFUPX return over 5 years is better than : -9.95 vs. RCWEX (-13.40).
| PFUPX | RCWEX | PFUPX / RCWEX | |
| Total Expense Ratio | 0.87 | 0.83 | 105% |
| Annual Report Gross Expense Ratio | 0.87 | 0.83 | 105% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 8.783 | 7.490 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 930M | 9.99B | 9% |
| Annual Yield % from dividends | 4.06 | 3.48 | 117% |
| Returns for 1 year | 7.06 | 3.28 | 215% |
| Returns for 3 years | 9.10 | 5.97 | 152% |
| Returns for 5 years | -9.95 | -13.40 | 74% |
| Returns for 10 years | 8.72 | 4.29 | 203% |