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CFIHX vs SBFIX
CFIHX vs SBFIX Comparison
Open Charts CFIHX vs SBFIX
American Funds Capital Income Bldr F3
Price$78.00
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
Federated Hermes Global Allocation IS
Price$22.14
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets279.13M
CFIHX vs SBFIX Comparison Chart in %
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CFIHX vs. SBFIX commentary
Aug 17, 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 (279M). CFIHX pays higher dividends than SBFIX: CFIHX (3.30) vs SBFIX (2.30). 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. CFIHX annual gain was more profitable for investors over the last year : 12.92 vs. SBFIX (12.12). CFIHX return over 5 years is better than : 50.17 vs. SBFIX (18.09).
| 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 | 14.784 | 10.361 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 279M | 42,294% |
| Annual Yield % from dividends | 3.30 | 2.30 | 143% |
| Returns for 1 year | 12.92 | 12.12 | 107% |
| Returns for 3 years | 30.84 | 27.89 | 111% |
| Returns for 5 years | 50.17 | 18.09 | 277% |
| Returns for 10 years | N/A | 40.65 | - |
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