CWBFX vs. VBILX
Compare and contrast key facts about American Funds Capital World Bond Fund (CWBFX) and Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX).
CWBFX is managed by American Funds. It was launched on Aug 3, 1987. VBILX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CWBFX or VBILX.
Correlation
The correlation between CWBFX and VBILX is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CWBFX vs. VBILX - Performance Comparison
Key characteristics
CWBFX:
0.41
VBILX:
0.91
CWBFX:
0.63
VBILX:
1.35
CWBFX:
1.07
VBILX:
1.16
CWBFX:
0.10
VBILX:
0.32
CWBFX:
0.70
VBILX:
2.22
CWBFX:
3.27%
VBILX:
2.21%
CWBFX:
5.58%
VBILX:
5.41%
CWBFX:
-28.90%
VBILX:
-20.65%
CWBFX:
-19.73%
VBILX:
-9.85%
Returns By Period
In the year-to-date period, CWBFX achieves a 1.92% return, which is significantly higher than VBILX's 0.93% return. Over the past 10 years, CWBFX has underperformed VBILX with an annualized return of -0.25%, while VBILX has yielded a comparatively higher 1.48% annualized return.
CWBFX
1.92%
2.25%
-2.15%
1.85%
-2.65%
-0.25%
VBILX
0.93%
1.13%
-0.77%
4.70%
-0.69%
1.48%
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CWBFX vs. VBILX - Expense Ratio Comparison
CWBFX has a 0.95% expense ratio, which is higher than VBILX's 0.07% expense ratio.
Risk-Adjusted Performance
CWBFX vs. VBILX — Risk-Adjusted Performance Rank
CWBFX
VBILX
CWBFX vs. VBILX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Capital World Bond Fund (CWBFX) and Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX). 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.
Dividends
CWBFX vs. VBILX - Dividend Comparison
CWBFX's dividend yield for the trailing twelve months is around 2.95%, less than VBILX's 3.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CWBFX American Funds Capital World Bond Fund | 2.95% | 3.01% | 2.47% | 1.99% | 2.01% | 1.86% | 1.92% | 2.16% | 1.80% | 1.69% | 0.58% | 3.27% |
VBILX Vanguard Intermediate-Term Bond Index Fund Admiral Shares | 3.82% | 3.80% | 3.09% | 2.36% | 1.93% | 2.23% | 2.74% | 2.87% | 2.65% | 2.66% | 2.74% | 2.84% |
Drawdowns
CWBFX vs. VBILX - Drawdown Comparison
The maximum CWBFX drawdown since its inception was -28.90%, which is greater than VBILX's maximum drawdown of -20.65%. Use the drawdown chart below to compare losses from any high point for CWBFX and VBILX. For additional features, visit the drawdowns tool.
Volatility
CWBFX vs. VBILX - Volatility Comparison
American Funds Capital World Bond Fund (CWBFX) has a higher volatility of 1.62% compared to Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) at 1.37%. This indicates that CWBFX's price experiences larger fluctuations and is considered to be riskier than VBILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.