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FWCBX vs SBFIX
FWCBX vs SBFIX Comparison
Open Charts FWCBX vs SBFIX
American Funds Capital Income Bldr 529F3
Price$78.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
Federated Hermes Global Allocation IS
Price$22.14
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets279.13M
FWCBX vs SBFIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 118B vs. SBFIX (279M). FWCBX pays higher dividends than SBFIX: FWCBX (3.25) vs SBFIX (2.30). 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 : 12.87 vs. SBFIX (12.12).
| 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 | 14.756 | 10.361 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 279M | 42,294% |
| Annual Yield % from dividends | 3.25 | 2.30 | 141% |
| Returns for 1 year | 12.87 | 12.12 | 106% |
| Returns for 3 years | 32.86 | 27.89 | 118% |
| Returns for 5 years | N/A | 18.09 | - |
| Returns for 10 years | N/A | 40.65 | - |
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