Interact to see
Advertisement
Advertisement
FBCIX vs SBFIX
FBCIX vs SBFIX Comparison
Open Charts FBCIX vs SBFIX
American Funds Capital Income Bldr 529F2
Price$79.28
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.49B
Federated Hermes Global Allocation IS
Price$22.65
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets283.08M
FBCIX vs SBFIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 119B vs. SBFIX (283M). FBCIX pays higher dividends than SBFIX: FBCIX (3.12) vs SBFIX (2.23). 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). SBFIX annual gain was more profitable for investors over the last year : 11.82 vs. FBCIX (11.02).
| 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 | 17.295 | 13.435 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 283M | 42,049% |
| Annual Yield % from dividends | 3.12 | 2.23 | 140% |
| Returns for 1 year | 11.02 | 11.82 | 93% |
| Returns for 3 years | 50.26 | 45.77 | 110% |
| Returns for 5 years | N/A | 20.20 | - |
| Returns for 10 years | N/A | 48.78 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement