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FBCIX vs SBFIX
FBCIX vs SBFIX Comparison
Open Charts FBCIX vs SBFIX
American Funds Capital Income Bldr 529F2
Price$79.67
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.79B
Federated Hermes Global Allocation IS
Price$22.86
Change+$0.15 (+0.66%)
VolumeN/A
Net Assets288.65M
FBCIX vs SBFIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 121B vs. SBFIX (289M). FBCIX pays higher dividends than SBFIX: FBCIX (3.01) vs SBFIX (2.32). FBCIX was incepted earlier than SBFIX: FBCIX (5 years) vs SBFIX (17 years). SBFIX (1.17) is less costly to investors than FBCIX (0.35). SBFIX is a more actively managed with annual turnover of: 102.00 vs. FBCIX (50.00). 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 : 16.43 vs. SBFIX (13.21). FBCIX return over 5 years is better than : 48.37 vs. SBFIX (11.43).
| FBCIX | SBFIX | FBCIX / SBFIX | |
| Total Expense Ratio | 0.35 | 0.86 | 41% |
| Annual Report Gross Expense Ratio | 0.35 | 1.17 | 30% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 3.602 | 2.880 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 289M | 41,869% |
| Annual Yield % from dividends | 3.01 | 2.32 | 130% |
| Returns for 1 year | 16.43 | 13.21 | 124% |
| Returns for 3 years | 36.11 | 33.57 | 108% |
| Returns for 5 years | 48.37 | 11.43 | 423% |
| Returns for 10 years | N/A | 65.04 | - |
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