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FWCBX vs SBFIX
FWCBX vs SBFIX Comparison
Open Charts FWCBX vs SBFIX
American Funds Capital Income Bldr 529F3
Price$79.63
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.79B
Federated Hermes Global Allocation IS
Price$22.86
Change+$0.15 (+0.66%)
VolumeN/A
Net Assets288.65M
FWCBX vs SBFIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. SBFIX (289M). FWCBX pays higher dividends than SBFIX: FWCBX (3.05) vs SBFIX (2.32). FWCBX was incepted earlier than SBFIX: FWCBX (5 years) vs SBFIX (17 years). SBFIX (1.17) is less costly to investors than FWCBX (0.31). SBFIX is a more actively managed with annual turnover of: 102.00 vs. FWCBX (50.00). 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 : 16.48 vs. SBFIX (13.21). FWCBX return over 5 years is better than : 48.63 vs. SBFIX (11.43).
| FWCBX | SBFIX | FWCBX / SBFIX | |
| Total Expense Ratio | 0.31 | 0.86 | 36% |
| Annual Report Gross Expense Ratio | 0.31 | 1.17 | 26% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 3.590 | 2.880 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 289M | 41,869% |
| Annual Yield % from dividends | 3.05 | 2.32 | 132% |
| Returns for 1 year | 16.48 | 13.21 | 125% |
| Returns for 3 years | 36.26 | 33.57 | 108% |
| Returns for 5 years | 48.63 | 11.43 | 425% |
| Returns for 10 years | N/A | 65.04 | - |
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