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RCWEX vs RCWFX
RCWEX vs RCWFX Comparison
Open Charts RCWEX vs RCWFX
American Funds Capital World Bond R4
Price$16.36
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets9.94B
American Funds Capital World Bond R5
Price$16.39
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets9.94B
RCWEX vs RCWFX Comparison Chart
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RCWEX 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 RCWEX is a Hold and RCWFX is a Hold.
FUNDAMENTALS
Fundamentals
RCWEX (9.94B) and RCWFX (9.94B) have equal amount of cash in the bank . RCWFX pays higher dividends than RCWEX: RCWFX (3.50) vs RCWEX (3.22). RCWEX was incepted earlier than RCWFX: RCWEX (23 years) vs RCWFX (23 years). RCWEX (0.83) is less costly to investors than RCWFX (0.54). RCWEX (251.00) and RCWFX (251.00) have comparable annual turnover. RCWEX (250) and RCWFX (250) have matching initial minimum investment requirements. RCWFX (6.80) and RCWEX (6.50) have marching annual gain over last year. RCWFX return over 5 years is better than : -8.82 vs. RCWEX (-10.02).
| RCWEX | RCWFX | RCWEX / RCWFX | |
| Total Expense Ratio | 0.83 | 0.54 | 154% |
| Annual Report Gross Expense Ratio | 0.83 | 0.54 | 154% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 5.768 | 5.901 | 98% |
| 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 | 3.22 | 3.50 | 92% |
| Returns for 1 year | 6.50 | 6.80 | 96% |
| Returns for 3 years | 1.72 | 2.46 | 70% |
| Returns for 5 years | -10.02 | -8.82 | 114% |
| Returns for 10 years | 1.56 | 4.26 | 37% |
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