Interact to see
Advertisement
Advertisement
FBCIX vs SBFIX
FBCIX vs SBFIX Comparison
Open Charts FBCIX vs SBFIX
American Funds Capital Income Bldr 529F2
Price$75.17
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
FBCIX vs SBFIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 114B vs. SBFIX (271M). FBCIX pays higher dividends than SBFIX: FBCIX (3.26) vs SBFIX (2.24). 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 : 14.18 vs. SBFIX (9.18).
| 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 | 10.505 | 5.302 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 271M | 42,066% |
| Annual Yield % from dividends | 3.26 | 2.24 | 145% |
| Returns for 1 year | 14.18 | 9.18 | 154% |
| Returns for 3 years | 35.41 | 29.11 | 122% |
| Returns for 5 years | N/A | 20.76 | - |
| Returns for 10 years | N/A | 32.07 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement