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FBCIX vs FSTBX
FBCIX vs FSTBX Comparison
Open Charts FBCIX vs FSTBX
American Funds Capital Income Bldr 529F2
Price$80.12
Change-$0.64 (-0.79%)
VolumeN/A
Net Assets121.54B
Federated Hermes Global Allocation A
Price$22.80
Change-$0.24 (-1.04%)
VolumeN/A
Net Assets284.06M
FBCIX vs FSTBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 122B vs. FSTBX (284M). FBCIX pays higher dividends than FSTBX: FBCIX (3.12) vs FSTBX (1.95). 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). FBCIX annual gain was more profitable for investors over the last year : 15.27 vs. FSTBX (13.93). FBCIX return over 5 years is better than : 57.50 vs. FSTBX (18.46).
| 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 | 19.485 | 16.009 | 122% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 284M | 42,958% |
| Annual Yield % from dividends | 3.12 | 1.95 | 160% |
| Returns for 1 year | 15.27 | 13.93 | 110% |
| Returns for 3 years | 42.69 | 40.43 | 106% |
| Returns for 5 years | 57.50 | 18.46 | 311% |
| Returns for 10 years | N/A | 50.49 | - |
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