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FWCBX vs SBFIX
FWCBX vs SBFIX Comparison
Open Charts FWCBX vs SBFIX
American Funds Capital Income Bldr 529F3
Price$79.25
Change+$0.08 (+0.10%)
VolumeN/A
Net Assets119.49B
Federated Hermes Global Allocation IS
Price$22.65
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets283.08M
FWCBX vs SBFIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 119B vs. SBFIX (283M). FWCBX pays higher dividends than SBFIX: FWCBX (3.17) vs SBFIX (2.23). FWCBX was incepted earlier than SBFIX: FWCBX (5 years) vs SBFIX (16 years). SBFIX (1.17) is less costly to investors than FWCBX (0.32). SBFIX is a more actively managed with annual turnover of: 102.00 vs. FWCBX (56.00). FWCBX has a lower initial minimum investment than SBFIX: FWCBX (250) vs SBFIX (1000000). SBFIX annual gain was more profitable for investors over the last year : 11.82 vs. FWCBX (11.07).
| FWCBX | SBFIX | FWCBX / SBFIX | |
| Total Expense Ratio | 0.32 | 0.86 | 37% |
| Annual Report Gross Expense Ratio | 0.32 | 1.17 | 27% |
| Fund Existence | 5 years | 16 years | - |
| Gain YTD | 17.342 | 13.435 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 283M | 42,049% |
| Annual Yield % from dividends | 3.17 | 2.23 | 142% |
| Returns for 1 year | 11.07 | 11.82 | 94% |
| Returns for 3 years | 50.44 | 45.77 | 110% |
| Returns for 5 years | N/A | 20.20 | - |
| Returns for 10 years | N/A | 48.78 | - |
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