Interact to see
Advertisement
Advertisement
FBCIX vs SBFIX
FBCIX vs SBFIX Comparison
Open Charts FBCIX vs SBFIX
American Funds Capital Income Bldr 529F2
Price$77.15
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets120.93B
Federated Hermes Global Allocation IS
Price$23.51
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets287.72M
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: 121B vs. SBFIX (288M). FBCIX pays higher dividends than SBFIX: FBCIX (3.04) vs SBFIX (2.19). FBCIX was incepted earlier than SBFIX: FBCIX (5 years) vs SBFIX (17 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 : 16.40 vs. FBCIX (13.39). FBCIX return over 5 years is better than : 45.67 vs. SBFIX (16.42).
| 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 | 17 years | - |
| Gain YTD | 14.144 | 17.743 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 288M | 42,014% |
| Annual Yield % from dividends | 3.04 | 2.19 | 139% |
| Returns for 1 year | 13.39 | 16.40 | 82% |
| Returns for 3 years | 34.11 | 43.44 | 79% |
| Returns for 5 years | 45.67 | 16.42 | 278% |
| Returns for 10 years | N/A | 56.98 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CVLOX | 12.98 | N/A | N/A |
| Calamos Global Opportunities A | |||
| AEDAX | 33.16 | -0.01 | -0.03% |
| Invesco International Value A | |||
| ATYGX | 13.73 | -0.01 | -0.07% |
| American Century International Gr Y | |||
| GLNCX | 21.05 | -0.02 | -0.09% |
| MFS Global New Discovery C | |||
| FGGGX | 44.66 | -0.05 | -0.11% |
| American Funds Intl Gr and Inc529-F-2 | |||