American Funds Capital World Bond Fund (CWBFX) Alternatives
American Funds Capital World Bond Fund (CWBFX) belongs to the Global Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CWBFX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to CWBFX
CWBFX charges 0.95% annually. Among mutual funds in the Global Bonds category, these options have the lowest expense ratios among CWBFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity International Bond Index Fund | 0.06% | Oct 10, 2019 | CWBFX vs FBIIX | |
| Vanguard Total International Bond II Index Fund | 0.07% | Feb 26, 2021 | CWBFX vs VTILX | |
| Vanguard Total International Bond II Index Fund In... | 0.11% | Feb 17, 2021 | CWBFX vs VTIIX | |
| Vanguard Total International Bond Index Fund | 0.13% | May 30, 2013 | CWBFX vs VTIBX | |
| DFA Selectively Hedged Global Fixed Income Portfol... | 0.16% | Jan 8, 2008 | CWBFX vs DFSHX |
Best Risk-Adjusted Alternatives to CWBFX
Among mutual funds in the Global Bonds category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Eaton Vance Global Bond Fund | 97 | Jun 26, 2007 | CWBFX vs EAIIX | |
| DFA Selectively Hedged Global Fixed Income Portfol... | 97 | Jan 8, 2008 | CWBFX vs DFSHX | |
| Payden Global Low Duration Fund | 97 | Sep 17, 1996 | CWBFX vs PYGSX | |
| T. Rowe Price Global Multi-Sector Bond Fund | 96 | Dec 14, 2008 | CWBFX vs PRSNX | |
| T. Rowe Price International Bond Fund (USD Hedged) | 95 | Sep 11, 2017 | CWBFX vs TNBMX |
Top Performing CWBFX Alternatives (YTD)
CWBFX alternatives from the Global Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Eaton Vance Global Bond Fund | 0.92% | Jun 26, 2007 | CWBFX vs EAIIX | |
| DFA Two Year Global Fixed Income Portfolio | 0.77% | Feb 8, 1996 | CWBFX vs DFGFX | |
| Destinations Global Fixed Income Opportunities Fun... | 0.46% | Mar 19, 2017 | CWBFX vs DGFFX | |
| UBS Sustainable Development Bank Bond Fund | 0.17% | Oct 23, 2018 | CWBFX vs UDBPX | |
| DFA Five Year Global Fixed Income Portfolio | 0.15% | Nov 5, 1990 | CWBFX vs DFGBX |
Lowest Volatility Alternatives to CWBFX
CWBFX alternatives from the Global Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA Selectively Hedged Global Fixed Income Portfol... | 1.17% | Jan 8, 2008 | CWBFX vs DFSHX | |
| DFA Two Year Global Fixed Income Portfolio | 1.56% | Feb 8, 1996 | CWBFX vs DFGFX | |
| DFA Five Year Global Fixed Income Portfolio | 1.64% | Nov 5, 1990 | CWBFX vs DFGBX | |
| Payden Global Low Duration Fund | 1.66% | Sep 17, 1996 | CWBFX vs PYGSX | |
| SA Global Fixed Income Fund | 2.36% | Jul 28, 1999 | CWBFX vs SAXIX |
Lowest Drawdown Alternatives to CWBFX
CWBFX alternatives from the Global Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Payden Global Low Duration Fund | -1.23% | Sep 17, 1996 | CWBFX vs PYGSX | |
| DFA Selectively Hedged Global Fixed Income Portfol... | -1.28% | Jan 8, 2008 | CWBFX vs DFSHX | |
| DFA Five Year Global Fixed Income Portfolio | -1.38% | Nov 5, 1990 | CWBFX vs DFGBX | |
| DFA Two Year Global Fixed Income Portfolio | -1.41% | Feb 8, 1996 | CWBFX vs DFGFX | |
| SA Global Fixed Income Fund | -1.59% | Jul 28, 1999 | CWBFX vs SAXIX |
Other Mutual Funds from American Funds
Most popular American Funds mutual funds on PortfoliosLab, across asset classes.
Often Compared With CWBFX
What investors most often compare with CWBFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | CWBFX vs SPY | |
| Vanguard Total International Bond ETF | Global Bonds | 46 | -0.13% | May 31, 2013 | CWBFX vs BNDX | |
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 46 | -7.07% | May 19, 1997 | CWBFX vs SWPPX | |
| S&P 500 Index | 74 | -4.63% | — | CWBFX vs ^GSPC | ||
| Vanguard Intermediate-Term Bond Index Fund Admiral... | Total Bond Market | 60 | -0.94% | Nov 12, 2001 | CWBFX vs VBILX | |
| American Funds American High-Income Trust | High Yield Bonds | 79 | -1.14% | Feb 19, 1988 | CWBFX vs AHITX | |
| iShares Core International Aggregate Bond ETF | Global Bonds | 69 | 0.27% | Nov 10, 2015 | CWBFX vs IAGG | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | CWBFX vs VOO | |
| Eaton Vance Emerging Markets Debt Opportunities Fu... | Emerging Markets Bonds | 98 | 1.33% | Feb 3, 2013 | CWBFX vs EELDX | |
| American Funds The Bond Fund of America | Intermediate Core Bond | 47 | -0.85% | May 28, 1974 | CWBFX vs ABNDX | |
| Dodge & Cox Global Bond Fund | Global Bonds | 82 | -0.65% | Apr 30, 2014 | CWBFX vs DODLX |
Compare CWBFX with Any Fund or Stock
Compare CWBFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.