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CFIHX vs SBFIX
CFIHX vs SBFIX Comparison
Open Charts CFIHX vs SBFIX
American Funds Capital Income Bldr F3
Price$79.63
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets120.79B
Federated Hermes Global Allocation IS
Price$22.86
Change+$0.15 (+0.66%)
VolumeN/A
Net Assets288.65M
CFIHX vs SBFIX Comparison Chart in %
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CFIHX vs. SBFIX commentary
Feb 04, 2026
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 CFIHX is a Buy and SBFIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 121B vs. SBFIX (289M). CFIHX pays higher dividends than SBFIX: CFIHX (3.09) vs SBFIX (2.32). CFIHX was incepted earlier than SBFIX: CFIHX (9 years) vs SBFIX (17 years). SBFIX (1.17) is less costly to investors than CFIHX (0.26). SBFIX is a more actively managed with annual turnover of: 102.00 vs. CFIHX (50.00). CFIHX (1000000) and SBFIX (1000000) have matching initial minimum investment requirements. CFIHX annual gain was more profitable for investors over the last year : 16.55 vs. SBFIX (13.21). CFIHX return over 5 years is better than : 44.97 vs. SBFIX (11.43).
| CFIHX | SBFIX | CFIHX / SBFIX | |
| Total Expense Ratio | 0.26 | 0.86 | 30% |
| Annual Report Gross Expense Ratio | 0.26 | 1.17 | 22% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 3.604 | 2.880 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 289M | 41,869% |
| Annual Yield % from dividends | 3.09 | 2.32 | 134% |
| Returns for 1 year | 16.55 | 13.21 | 125% |
| Returns for 3 years | 36.52 | 33.57 | 109% |
| Returns for 5 years | 44.97 | 11.43 | 393% |
| Returns for 10 years | N/A | 65.04 | - |
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