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FBCIX vs FSTBX
FBCIX vs FSTBX Comparison
Open Charts FBCIX vs FSTBX
American Funds Capital Income Bldr 529F2
Price$79.28
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.59B
Federated Hermes Global Allocation A
Price$22.48
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets283.08M
FBCIX vs FSTBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 120B vs. FSTBX (283M). FBCIX pays higher dividends than FSTBX: FBCIX (3.12) vs FSTBX (1.97). FBCIX was incepted earlier than FSTBX: FBCIX (5 years) vs FSTBX (57 years). FSTBX (1.44) is less costly to investors than FBCIX (0.36). FSTBX is a more actively managed with annual turnover of: 102.00 vs. FBCIX (56.00). FBCIX has a lower initial minimum investment than FSTBX: FBCIX (250) vs FSTBX (1500). FSTBX (11.53) and FBCIX (11.02) have marching annual gain over last year.
| FBCIX | FSTBX | FBCIX / FSTBX | |
| Total Expense Ratio | 0.36 | 1.15 | 31% |
| Annual Report Gross Expense Ratio | 0.36 | 1.44 | 25% |
| Fund Existence | 5 years | 57 years | - |
| Gain YTD | 17.295 | 13.189 | 131% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 283M | 42,403% |
| Annual Yield % from dividends | 3.12 | 1.97 | 158% |
| Returns for 1 year | 11.02 | 11.53 | 96% |
| Returns for 3 years | 50.26 | 44.50 | 113% |
| Returns for 5 years | N/A | 18.32 | - |
| Returns for 10 years | N/A | 45.09 | - |
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