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FBCIX vs SGENX
FBCIX vs SGENX Comparison
Open Charts FBCIX vs SGENX
American Funds Capital Income Bldr 529F2
Price$77.70
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
First Eagle Global A
Price$77.90
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets63.27B
FBCIX vs SGENX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 117B vs. SGENX (63.3B). FBCIX pays higher dividends than SGENX: FBCIX (3.21) vs SGENX (2.02). FBCIX was incepted earlier than SGENX: FBCIX (5 years) vs SGENX (55 years). SGENX (1.10) is less costly to investors than FBCIX (0.36). FBCIX is a more actively managed with annual turnover of: 56.00 vs. SGENX (9.51). FBCIX has a lower initial minimum investment than SGENX: FBCIX (250) vs SGENX (2500). SGENX (15.40) and FBCIX (15.23) have marching annual gain over last year.
| FBCIX | SGENX | FBCIX / SGENX | |
| Total Expense Ratio | 0.36 | 1.10 | 33% |
| Annual Report Gross Expense Ratio | 0.36 | 1.10 | 33% |
| Fund Existence | 5 years | 55 years | - |
| Gain YTD | 14.224 | 16.234 | 88% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 63.3B | 185% |
| Annual Yield % from dividends | 3.21 | 2.02 | 158% |
| Returns for 1 year | 15.23 | 15.40 | 99% |
| Returns for 3 years | 37.29 | 38.86 | 96% |
| Returns for 5 years | N/A | 47.15 | - |
| Returns for 10 years | N/A | 60.10 | - |
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