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FBCIX vs SGHIX
FBCIX vs SGHIX Comparison
Open Charts FBCIX vs SGHIX
American Funds Capital Income Bldr 529F2
Price$79.67
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.79B
Saturna Global High Income
Price$11.88
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets12.56M
FBCIX vs SGHIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 121B vs. SGHIX (12.6M). SGHIX pays higher dividends than FBCIX: SGHIX (3.50) vs FBCIX (3.01). FBCIX was incepted earlier than SGHIX: FBCIX (5 years) vs SGHIX (14 years). SGHIX (0.92) is less costly to investors than FBCIX (0.35). FBCIX is a more actively managed with annual turnover of: 50.00 vs. SGHIX (0.00). FBCIX has a lower initial minimum investment than SGHIX: FBCIX (250) vs SGHIX (1000). SGHIX annual gain was more profitable for investors over the last year : 20.79 vs. FBCIX (16.43). FBCIX return over 5 years is better than : 48.37 vs. SGHIX (38.52).
| FBCIX | SGHIX | FBCIX / SGHIX | |
| Total Expense Ratio | 0.35 | 0.75 | 47% |
| Annual Report Gross Expense Ratio | 0.35 | 0.92 | 38% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 3.602 | 4.863 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 12.6M | 960,317% |
| Annual Yield % from dividends | 3.01 | 3.50 | 86% |
| Returns for 1 year | 16.43 | 20.79 | 79% |
| Returns for 3 years | 36.11 | 34.20 | 106% |
| Returns for 5 years | 48.37 | 38.52 | 126% |
| Returns for 10 years | N/A | 91.02 | - |
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