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CFIHX vs SBFIX
CFIHX vs SBFIX Comparison
Open Charts CFIHX vs SBFIX
American Funds Capital Income Bldr F3
Price$78.15
Change+$0.29 (+0.37%)
VolumeN/A
Net Assets118.23B
Federated Hermes Global Allocation IS
Price$22.32
Change+$0.13 (+0.59%)
VolumeN/A
Net Assets281.29M
CFIHX vs SBFIX Comparison Chart in %
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CFIHX vs. SBFIX commentary
Sep 08, 2025
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 Buy.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 118B vs. SBFIX (281M). CFIHX pays higher dividends than SBFIX: CFIHX (3.21) vs SBFIX (2.25). CFIHX was incepted earlier than SBFIX: CFIHX (9 years) vs SBFIX (16 years). SBFIX (1.17) is less costly to investors than CFIHX (0.27). SBFIX is a more actively managed with annual turnover of: 102.00 vs. CFIHX (56.00). CFIHX (1000000) and SBFIX (1000000) have matching initial minimum investment requirements. SBFIX (12.51) and CFIHX (12.28) have marching annual gain over last year. CFIHX return over 5 years is better than : 51.50 vs. SBFIX (19.14).
| CFIHX | SBFIX | CFIHX / SBFIX | |
| Total Expense Ratio | 0.27 | 0.86 | 31% |
| Annual Report Gross Expense Ratio | 0.27 | 1.17 | 23% |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 15.608 | 11.507 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 281M | 41,993% |
| Annual Yield % from dividends | 3.21 | 2.25 | 143% |
| Returns for 1 year | 12.28 | 12.51 | 98% |
| Returns for 3 years | 39.54 | 37.34 | 106% |
| Returns for 5 years | 51.50 | 19.14 | 269% |
| Returns for 10 years | N/A | 47.38 | - |
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