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FBCIX vs SLFYX
FBCIX vs SLFYX Comparison
Open Charts FBCIX vs SLFYX
American Funds Capital Income Bldr 529F2
Price$79.28
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.49B
SEI Multi-Asset Inflation Mgd Y (SIMT)
Price$8.20
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets519.41M
FBCIX vs SLFYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 119B vs. SLFYX (519M). SLFYX pays higher dividends than FBCIX: SLFYX (3.33) vs FBCIX (3.12). FBCIX was incepted earlier than SLFYX: FBCIX (5 years) vs SLFYX (11 years). SLFYX (1.09) is less costly to investors than FBCIX (0.36). FBCIX is a more actively managed with annual turnover of: 56.00 vs. SLFYX (43.00). FBCIX has a lower initial minimum investment than SLFYX: FBCIX (250) vs SLFYX (100000). FBCIX annual gain was more profitable for investors over the last year : 11.02 vs. SLFYX (5.88).
| FBCIX | SLFYX | FBCIX / SLFYX | |
| Total Expense Ratio | 0.36 | 0.86 | 42% |
| Annual Report Gross Expense Ratio | 0.36 | 1.09 | 33% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 17.295 | 6.910 | 250% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 519M | 22,929% |
| Annual Yield % from dividends | 3.12 | 3.33 | 94% |
| Returns for 1 year | 11.02 | 5.88 | 187% |
| Returns for 3 years | 50.26 | 12.40 | 405% |
| Returns for 5 years | N/A | 37.00 | - |
| Returns for 10 years | N/A | 32.07 | - |
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