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Financial Services

American Funds Capital World Bond Fund Class R-1(RCWAX)

Fund

Live Price

Offline

$15.91

+0.19% today

1Y Change

-1.24%

Window

Jun 23, 2025 โ†’ Jun 16, 2026

Market Cap
$9.79B
Dividend Yield
3.1%
50-Day Avg
โ€”
Exchange
NASDAQ

Coverage: 247 bars ยท Jun 23, 2025 โ†’ Jun 16, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

American Funds Capital World Bond Fund Class R-1 (RCWAX) is a fund with a market cap of $9.79B and listed on NASDAQ. The fund last traded around $15.91 and down 1.2% across the available one-year price window (Jun 23, 2025 โ†’ Jun 16, 2026). Baseline metrics include a dividend yield of 3.1%. Valuation already assumes a fairly strong business story at price/sales 1047.5. Stock Foundry combines RCWAX price history, analyst forecasts, news, related Financial Services peers on this page.

Benchmark Comparison

Normalized Performance vs SPY

Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.

1Y shared range

RCWAX

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Normalized return

SPY

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S&P 500

Excess Return

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Relative to SPY

RCWAX Max Drawdown

-5.91%

Trailing 1Y

SPY Max Drawdown

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Trailing 1Y

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Calendar-Year Returns

Uses the longest available daily history for RCWAX and SPY.

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Financial profile

American Funds Capital World Bond Fund Class R-1 (RCWAX)

Profitability, balance sheet stamina, and cash efficiency drawn from the latest filings.

FY Revenue

$10.6M

+5.6% YoY

FY Net Income

$3.8M

-89.0% YoY

Free Cash Flow

$0.0

Revenue Growth

+7.4%

EPS Growth

-177.1%

Gross Margin

100.0%

Net Margin

-236.6%

Income statement

USD

Annual
Metric20232022202120202019
Revenue9M9M9M10M11M
Gross Profit9M9M9M10M11M
Operating Income8M7M8M9M9M
EBITDA-30M-15M6M26M-6M
Net Income-22M-8M14M35M4M
EPS (Diluted)โ€”โ€”โ€”โ€”โ€”

Balance sheet

USD

Point-in-time
Metric20232022202120202019
Cash & Equivalents79K121K636K19K508
Total Assets190M218M242M241M222M
Total Liabilities5M2M4M2M5M
Shareholder Equity185M216M238M240M217M
Total Debt00000
Net Debt-79K-121K-636K-19K-508

Cash flow positioning

Latest Full Year

Operating Cash Flow

0

Capital Expenditures

0

Free Cash Flow

0

Key ratios

  • Gross Margin

    100.0%

  • Operating Margin

    87.1%

  • Net Margin

    -236.6%

  • ROE

    -11.0%

  • Debt / Equity

    0.00x

Next Step

Turn financials into a decision

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