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FBCIX vs SBFIX
FBCIX vs SBFIX Comparison
Open Charts FBCIX vs SBFIX
American Funds Capital Income Bldr 529F2
Price$80.94
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets120.93B
Federated Hermes Global Allocation IS
Price$23.20
Change+$0.06 (+0.26%)
VolumeN/A
Net Assets285.53M
FBCIX vs SBFIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 121B vs. SBFIX (286M). FBCIX pays higher dividends than SBFIX: FBCIX (3.04) vs SBFIX (2.19). 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 : 14.50 vs. SBFIX (12.63). FBCIX return over 5 years is better than : 52.37 vs. SBFIX (16.40).
| 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 | 19.766 | 16.190 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 286M | 42,308% |
| Annual Yield % from dividends | 3.04 | 2.19 | 139% |
| Returns for 1 year | 14.50 | 12.63 | 115% |
| Returns for 3 years | 38.22 | 37.84 | 101% |
| Returns for 5 years | 52.37 | 16.40 | 319% |
| Returns for 10 years | N/A | 51.97 | - |
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