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FSBLX vs FWCBX
FSBLX vs FWCBX Comparison
Open Charts FSBLX vs FWCBX
Federated Hermes Global Allocation R6
Price$22.68
Change+$0.14 (+0.62%)
VolumeN/A
Net Assets288.65M
American Funds Capital Income Bldr 529F3
Price$79.63
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.79B
FSBLX vs FWCBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. FSBLX (289M). FWCBX pays higher dividends than FSBLX: FWCBX (3.05) vs FSBLX (2.35). FSBLX was incepted earlier than FWCBX: FSBLX (10 years) vs FWCBX (5 years). FSBLX (1.11) is less costly to investors than FWCBX (0.31). FSBLX is a more actively managed with annual turnover of: 102.00 vs. FWCBX (50.00). FSBLX has a lower initial minimum investment than FWCBX: FSBLX (0) vs FWCBX (250). FWCBX annual gain was more profitable for investors over the last year : 16.48 vs. FSBLX (13.12). FWCBX return over 5 years is better than : 48.63 vs. FSBLX (11.42).
| FSBLX | FWCBX | FSBLX / FWCBX | |
| Total Expense Ratio | 0.84 | 0.31 | 271% |
| Annual Report Gross Expense Ratio | 1.11 | 0.31 | 358% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | 2.857 | 3.590 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 121B | 0% |
| Annual Yield % from dividends | 2.35 | 3.05 | 77% |
| Returns for 1 year | 13.12 | 16.48 | 80% |
| Returns for 3 years | 33.59 | 36.26 | 93% |
| Returns for 5 years | 11.42 | 48.63 | 23% |
| Returns for 10 years | N/A | N/A | - |
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