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PFUPX vs RCWHX
PFUPX vs RCWHX Comparison
Open Charts PFUPX vs RCWHX
PIMCO International Bond (Unhedged) I-2
Price$7.83
Change-$0.03 (-0.38%)
VolumeN/A
Net Assets812.95M
American Funds Capital World Bond R5E
Price$16.33
Change-$0.08 (-0.49%)
VolumeN/A
Net Assets9.97B
PFUPX vs RCWHX Comparison Chart
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PFUPX vs. RCWHX commentary
Jun 07, 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 RCWHX is a Hold.
FUNDAMENTALS
Fundamentals
RCWHX has more cash in the bank: 9.97B vs. PFUPX (813M). PFUPX pays higher dividends than RCWHX: PFUPX (4.03) vs RCWHX (3.41). PFUPX was incepted earlier than RCWHX: PFUPX (17 years) vs RCWHX (10 years). PFUPX (0.87) is less costly to investors than RCWHX (0.64). PFUPX is a more actively managed with annual turnover of: 641.00 vs. RCWHX (251.00). RCWHX has a lower initial minimum investment than PFUPX: RCWHX (250) vs PFUPX (1000000). PFUPX annual gain was more profitable for investors over the last year : 9.69 vs. RCWHX (5.32). PFUPX return over 5 years is better than : -4.67 vs. RCWHX (-10.11).
| PFUPX | RCWHX | PFUPX / RCWHX | |
| Total Expense Ratio | 0.87 | 0.64 | 136% |
| Annual Report Gross Expense Ratio | 0.87 | 0.64 | 136% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 8.567 | 5.761 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 813M | 9.97B | 8% |
| Annual Yield % from dividends | 4.03 | 3.41 | 118% |
| Returns for 1 year | 9.69 | 5.32 | 182% |
| Returns for 3 years | 6.20 | 3.31 | 187% |
| Returns for 5 years | -4.67 | -10.11 | 46% |
| Returns for 10 years | 7.16 | N/A | - |
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