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FBCIX vs SBFIX
FBCIX vs SBFIX Comparison
Open Charts FBCIX vs SBFIX
American Funds Capital Income Bldr 529F2
Price$77.01
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
Federated Hermes Global Allocation IS
Price$21.79
Change+$0.07 (+0.32%)
VolumeN/A
Net Assets277.47M
FBCIX vs SBFIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 116B vs. SBFIX (277M). FBCIX pays higher dividends than SBFIX: FBCIX (3.21) vs SBFIX (2.30). FBCIX was incepted earlier than SBFIX: FBCIX (5 years) vs SBFIX (16 years). SBFIX (1.17) is less costly to investors than FBCIX (0.36). SBFIX is a more actively managed with annual turnover of: 102.00 vs. FBCIX (56.00). FBCIX has a lower initial minimum investment than SBFIX: FBCIX (250) vs SBFIX (1000000). FBCIX annual gain was more profitable for investors over the last year : 16.00 vs. SBFIX (11.79).
| FBCIX | SBFIX | FBCIX / SBFIX | |
| Total Expense Ratio | 0.36 | 0.86 | 42% |
| Annual Report Gross Expense Ratio | 0.36 | 1.17 | 31% |
| Fund Existence | 5 years | 16 years | - |
| Gain YTD | 13.210 | 8.616 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 277M | 41,877% |
| Annual Yield % from dividends | 3.21 | 2.30 | 139% |
| Returns for 1 year | 16.00 | 11.79 | 136% |
| Returns for 3 years | 36.37 | 32.03 | 114% |
| Returns for 5 years | N/A | 21.89 | - |
| Returns for 10 years | N/A | 37.75 | - |
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