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FWCBX vs SBFIX
FWCBX vs SBFIX Comparison
Open Charts FWCBX vs SBFIX
American Funds Capital Income Bldr 529F3
Price$77.10
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets120.93B
Federated Hermes Global Allocation IS
Price$23.51
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets287.72M
FWCBX vs SBFIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. SBFIX (288M). FWCBX pays higher dividends than SBFIX: FWCBX (3.08) vs SBFIX (2.19). FWCBX was incepted earlier than SBFIX: FWCBX (5 years) vs SBFIX (17 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 : 16.40 vs. FWCBX (13.40). FWCBX return over 5 years is better than : 45.88 vs. SBFIX (16.42).
| 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 | 17 years | - |
| Gain YTD | 14.158 | 17.743 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 288M | 42,014% |
| Annual Yield % from dividends | 3.08 | 2.19 | 141% |
| Returns for 1 year | 13.40 | 16.40 | 82% |
| Returns for 3 years | 34.22 | 43.44 | 79% |
| Returns for 5 years | 45.88 | 16.42 | 279% |
| Returns for 10 years | N/A | 56.98 | - |
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