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FWCBX vs SBFIX
FWCBX vs SBFIX Comparison
Open Charts FWCBX vs SBFIX
American Funds Capital Income Bldr 529F3
Price$80.92
Change+$0.41 (+0.51%)
VolumeN/A
Net Assets120.93B
Federated Hermes Global Allocation IS
Price$23.20
Change+$0.06 (+0.26%)
VolumeN/A
Net Assets285.53M
FWCBX vs SBFIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. SBFIX (286M). FWCBX pays higher dividends than SBFIX: FWCBX (3.08) vs SBFIX (2.19). 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). FWCBX annual gain was more profitable for investors over the last year : 14.56 vs. SBFIX (12.63). FWCBX return over 5 years is better than : 52.63 vs. SBFIX (16.40).
| 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 | 19.814 | 16.190 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 286M | 42,308% |
| Annual Yield % from dividends | 3.08 | 2.19 | 141% |
| Returns for 1 year | 14.56 | 12.63 | 115% |
| Returns for 3 years | 38.36 | 37.84 | 101% |
| Returns for 5 years | 52.63 | 16.40 | 321% |
| Returns for 10 years | N/A | 51.97 | - |
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