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FBCIX vs FSBKX
FBCIX vs FSBKX Comparison
Open Charts FBCIX vs FSBKX
American Funds Capital Income Bldr 529F2
Price$78.43
Change+$0.31 (+0.40%)
VolumeN/A
Net Assets120.79B
Federated Hermes Global Allocation R
Price$22.19
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets288.35M
FBCIX vs FSBKX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 121B vs. FSBKX (288M). FBCIX pays higher dividends than FSBKX: FBCIX (3.10) vs FSBKX (1.73). FBCIX was incepted earlier than FSBKX: FBCIX (5 years) vs FSBKX (23 years). FSBKX (1.87) is less costly to investors than FBCIX (0.36). FSBKX is a more actively managed with annual turnover of: 102.00 vs. FBCIX (56.00). FSBKX has a lower initial minimum investment than FBCIX: FSBKX (0) vs FBCIX (250). FBCIX annual gain was more profitable for investors over the last year : 18.20 vs. FSBKX (14.00). FBCIX return over 5 years is better than : 45.83 vs. FSBKX (7.28).
| FBCIX | FSBKX | FBCIX / FSBKX | |
| Total Expense Ratio | 0.36 | 1.58 | 23% |
| Annual Report Gross Expense Ratio | 0.36 | 1.87 | 19% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 1.990 | 1.603 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 288M | 42,014% |
| Annual Yield % from dividends | 3.10 | 1.73 | 179% |
| Returns for 1 year | 18.20 | 14.00 | 130% |
| Returns for 3 years | 33.83 | 31.13 | 109% |
| Returns for 5 years | 45.83 | 7.28 | 630% |
| Returns for 10 years | N/A | 53.32 | - |
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