Interact to see
Advertisement
Advertisement
CFIHX vs SBFIX
CFIHX vs SBFIX Comparison
Open Charts CFIHX vs SBFIX
American Funds Capital Income Bldr F3
Price$75.12
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets113.85B
Federated Hermes Global Allocation IS
Price$21.25
Change-$0.18 (-0.84%)
VolumeN/A
Net Assets270.57M
CFIHX vs SBFIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CFIHX vs. SBFIX commentary
Jun 15, 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: 114B vs. SBFIX (271M). CFIHX pays higher dividends than SBFIX: CFIHX (3.35) vs SBFIX (2.24). CFIHX was incepted earlier than SBFIX: CFIHX (8 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 : 14.28 vs. SBFIX (9.18). CFIHX return over 5 years is better than : 50.24 vs. SBFIX (20.76).
| CFIHX | SBFIX | CFIHX / SBFIX | |
| Total Expense Ratio | 0.27 | 0.86 | 31% |
| Annual Report Gross Expense Ratio | 0.27 | 1.17 | 23% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 10.546 | 5.302 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 271M | 42,066% |
| Annual Yield % from dividends | 3.35 | 2.24 | 149% |
| Returns for 1 year | 14.28 | 9.18 | 155% |
| Returns for 3 years | 33.51 | 29.11 | 115% |
| Returns for 5 years | 50.24 | 20.76 | 242% |
| Returns for 10 years | N/A | 32.07 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| WWNPX | 139.08 | 1.16 | +0.84% |
| Kinetics Paradigm No Load | |||
| FSIDX | 17.23 | -0.15 | -0.86% |
| Fidelity Advisor Strategic Div & Inc I | |||
| ICRNX | 10.10 | -0.09 | -0.88% |
| VY® CBRE Global Real Estate A | |||
| MNNYX | 64.99 | -0.85 | -1.29% |
| Victory Munder Multi-Cap Y | |||
| VDMRX | 9.99 | -0.14 | -1.38% |
| Virtus KAR Developing Markets R6 | |||