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FWCBX vs SBFIX
FWCBX vs SBFIX Comparison
Open Charts FWCBX vs SBFIX
American Funds Capital Income Bldr 529F3
Price$80.08
Change-$0.64 (-0.79%)
VolumeN/A
Net Assets121.54B
Federated Hermes Global Allocation IS
Price$22.98
Change-$0.24 (-1.03%)
VolumeN/A
Net Assets284.06M
FWCBX vs SBFIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 122B vs. SBFIX (284M). FWCBX pays higher dividends than SBFIX: FWCBX (3.16) vs SBFIX (2.20). 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 : 14.69 vs. SBFIX (13.28). FWCBX return over 5 years is better than : 56.52 vs. SBFIX (19.09).
| 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 | 18.571 | 15.088 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 284M | 42,958% |
| Annual Yield % from dividends | 3.16 | 2.20 | 144% |
| Returns for 1 year | 14.69 | 13.28 | 111% |
| Returns for 3 years | 42.43 | 40.77 | 104% |
| Returns for 5 years | 56.52 | 19.09 | 296% |
| Returns for 10 years | N/A | 51.54 | - |
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