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RCWAX vs RCWHX
RCWAX vs RCWHX Comparison
Open Charts RCWAX vs RCWHX
American Funds Capital World Bond R1
Price$16.14
Change-$0.08 (-0.49%)
VolumeN/A
Net Assets9.97B
American Funds Capital World Bond R5E
Price$16.33
Change-$0.08 (-0.49%)
VolumeN/A
Net Assets9.97B
RCWAX vs RCWHX Comparison Chart
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RCWAX 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 RCWAX is a Hold and RCWHX is a Hold.
FUNDAMENTALS
Fundamentals
RCWAX (9.97B) and RCWHX (9.97B) have equal amount of cash in the bank . RCWHX pays higher dividends than RCWAX: RCWHX (3.41) vs RCWAX (2.53). RCWAX was incepted earlier than RCWHX: RCWAX (23 years) vs RCWHX (10 years). RCWAX (1.57) is less costly to investors than RCWHX (0.64). RCWAX (251.00) and RCWHX (251.00) have comparable annual turnover. RCWAX (250) and RCWHX (250) have matching initial minimum investment requirements. RCWHX annual gain was more profitable for investors over the last year : 5.32 vs. RCWAX (4.34). RCWHX return over 5 years is better than : -10.11 vs. RCWAX (-13.83).
| RCWAX | RCWHX | RCWAX / RCWHX | |
| Total Expense Ratio | 1.57 | 0.64 | 245% |
| Annual Report Gross Expense Ratio | 1.57 | 0.64 | 245% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 5.311 | 5.761 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.97B | 9.97B | 100% |
| Annual Yield % from dividends | 2.53 | 3.41 | 74% |
| Returns for 1 year | 4.34 | 5.32 | 81% |
| Returns for 3 years | 0.89 | 3.31 | 27% |
| Returns for 5 years | -13.83 | -10.11 | 137% |
| Returns for 10 years | -4.41 | N/A | - |
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