CWBFX vs. AMCPX
Compare and contrast key facts about American Funds Capital World Bond Fund (CWBFX) and American Funds AMCAP Fund Class A (AMCPX).
CWBFX is managed by American Funds. It was launched on Aug 3, 1987. AMCPX is managed by American Funds. It was launched on Jan 5, 1967.
Performance
CWBFX vs. AMCPX - Performance Comparison
Loading graphics...
CWBFX vs. AMCPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CWBFX American Funds Capital World Bond Fund | -2.63% | 7.78% | -3.25% | 5.81% | -17.52% | -5.17% | 9.91% | 7.66% | -1.81% | 7.26% |
AMCPX American Funds AMCAP Fund Class A | -11.82% | 17.68% | 21.11% | 31.04% | -28.67% | 20.57% | 21.42% | 26.35% | -4.42% | 22.08% |
Returns By Period
In the year-to-date period, CWBFX achieves a -2.63% return, which is significantly higher than AMCPX's -11.82% return. Over the past 10 years, CWBFX has underperformed AMCPX with an annualized return of 0.15%, while AMCPX has yielded a comparatively higher 10.59% annualized return.
CWBFX
- 1D
- 0.13%
- 1M
- -4.32%
- YTD
- -2.63%
- 6M
- -2.45%
- 1Y
- 1.95%
- 3Y*
- 1.50%
- 5Y*
- -2.49%
- 10Y*
- 0.15%
AMCPX
- 1D
- -0.37%
- 1M
- -10.12%
- YTD
- -11.82%
- 6M
- -9.34%
- 1Y
- 11.06%
- 3Y*
- 14.39%
- 5Y*
- 6.22%
- 10Y*
- 10.59%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CWBFX vs. AMCPX - Expense Ratio Comparison
CWBFX has a 0.95% expense ratio, which is higher than AMCPX's 0.65% expense ratio.
Return for Risk
CWBFX vs. AMCPX — Risk / Return Rank
CWBFX
AMCPX
CWBFX vs. AMCPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Capital World Bond Fund (CWBFX) and American Funds AMCAP Fund Class A (AMCPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CWBFX | AMCPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.37 | 0.56 | -0.19 |
Sortino ratioReturn per unit of downside risk | 0.56 | 0.94 | -0.39 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.13 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.58 | 0.59 | -0.01 |
Martin ratioReturn relative to average drawdown | 2.05 | 2.42 | -0.36 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| CWBFX | AMCPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.37 | 0.56 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.38 | 0.33 | -0.71 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.03 | 0.57 | -0.54 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 0.57 | +0.28 |
Correlation
The correlation between CWBFX and AMCPX is 0.04, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
CWBFX vs. AMCPX - Dividend Comparison
CWBFX's dividend yield for the trailing twelve months is around 2.84%, less than AMCPX's 9.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CWBFX American Funds Capital World Bond Fund | 2.84% | 2.68% | 3.01% | 2.47% | 1.99% | 2.63% | 3.18% | 2.26% | 1.87% | 1.80% | 2.05% | 0.58% |
AMCPX American Funds AMCAP Fund Class A | 9.90% | 8.73% | 8.19% | 3.26% | 7.54% | 3.43% | 3.88% | 4.90% | 7.84% | 5.37% | 3.81% | 8.86% |
Drawdowns
CWBFX vs. AMCPX - Drawdown Comparison
The maximum CWBFX drawdown since its inception was -27.91%, smaller than the maximum AMCPX drawdown of -62.37%. Use the drawdown chart below to compare losses from any high point for CWBFX and AMCPX.
Loading graphics...
Drawdown Indicators
| CWBFX | AMCPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.91% | -62.37% | +34.46% |
Max Drawdown (1Y)Largest decline over 1 year | -4.45% | -14.18% | +9.73% |
Max Drawdown (5Y)Largest decline over 5 years | -26.34% | -36.90% | +10.56% |
Max Drawdown (10Y)Largest decline over 10 years | -27.91% | -36.90% | +8.99% |
Current DrawdownCurrent decline from peak | -16.19% | -14.18% | -2.01% |
Average DrawdownAverage peak-to-trough decline | -4.14% | -9.60% | +5.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.26% | 3.47% | -2.21% |
Volatility
CWBFX vs. AMCPX - Volatility Comparison
The current volatility for American Funds Capital World Bond Fund (CWBFX) is 2.04%, while American Funds AMCAP Fund Class A (AMCPX) has a volatility of 5.26%. This indicates that CWBFX experiences smaller price fluctuations and is considered to be less risky than AMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CWBFX | AMCPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.04% | 5.26% | -3.22% |
Volatility (6M)Calculated over the trailing 6-month period | 3.10% | 11.06% | -7.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.48% | 19.60% | -14.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.49% | 19.12% | -12.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.63% | 18.63% | -13.00% |