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FBCIX vs SLFYX
FBCIX vs SLFYX Comparison
Open Charts FBCIX vs SLFYX
American Funds Capital Income Bldr 529F2
Price$79.67
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.79B
SEI Multi-Asset Inflation Mgd Y (SIMT)
Price$8.19
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets520.39M
FBCIX vs SLFYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 121B vs. SLFYX (520M). SLFYX pays higher dividends than FBCIX: SLFYX (4.66) vs FBCIX (3.01). FBCIX was incepted earlier than SLFYX: FBCIX (5 years) vs SLFYX (11 years). SLFYX (1.09) is less costly to investors than FBCIX (0.35). FBCIX is a more actively managed with annual turnover of: 50.00 vs. SLFYX (44.00). 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 : 16.43 vs. SLFYX (8.95). FBCIX return over 5 years is better than : 48.37 vs. SLFYX (36.57).
| FBCIX | SLFYX | FBCIX / SLFYX | |
| Total Expense Ratio | 0.35 | 0.86 | 41% |
| Annual Report Gross Expense Ratio | 0.35 | 1.09 | 32% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 3.602 | 3.540 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 520M | 23,269% |
| Annual Yield % from dividends | 3.01 | 4.66 | 64% |
| Returns for 1 year | 16.43 | 8.95 | 184% |
| Returns for 3 years | 36.11 | 17.90 | 202% |
| Returns for 5 years | 48.37 | 36.57 | 132% |
| Returns for 10 years | N/A | 44.32 | - |
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