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RCWBX vs RCWFX
RCWBX vs RCWFX Comparison
Open Charts RCWBX vs RCWFX
American Funds Capital World Bond R2
Price$16.13
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets9.94B
American Funds Capital World Bond R5
Price$16.39
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets9.94B
RCWBX vs RCWFX Comparison Chart
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RCWBX vs. RCWFX commentary
Jun 02, 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 RCWBX is a Hold and RCWFX is a Hold.
FUNDAMENTALS
Fundamentals
RCWBX (9.94B) and RCWFX (9.94B) have equal amount of cash in the bank . RCWFX pays higher dividends than RCWBX: RCWFX (3.50) vs RCWBX (2.53). RCWBX was incepted earlier than RCWFX: RCWBX (23 years) vs RCWFX (23 years). RCWBX (1.58) is less costly to investors than RCWFX (0.54). RCWBX (251.00) and RCWFX (251.00) have comparable annual turnover. RCWBX (250) and RCWFX (250) have matching initial minimum investment requirements. RCWFX annual gain was more profitable for investors over the last year : 6.80 vs. RCWBX (5.67). RCWFX return over 5 years is better than : -8.82 vs. RCWBX (-13.05).
| RCWBX | RCWFX | RCWBX / RCWFX | |
| Total Expense Ratio | 1.58 | 0.54 | 293% |
| Annual Report Gross Expense Ratio | 1.58 | 0.54 | 293% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 5.387 | 5.901 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.94B | 9.94B | 100% |
| Annual Yield % from dividends | 2.53 | 3.50 | 72% |
| Returns for 1 year | 5.67 | 6.80 | 83% |
| Returns for 3 years | -0.24 | 2.46 | -10% |
| Returns for 5 years | -13.05 | -8.82 | 148% |
| Returns for 10 years | -5.12 | 4.26 | -120% |
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