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FWCBX vs SBFIX
FWCBX vs SBFIX Comparison
Open Charts FWCBX vs SBFIX
American Funds Capital Income Bldr 529F3
Price$78.56
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets118.23B
Federated Hermes Global Allocation IS
Price$22.32
Change+$0.13 (+0.59%)
VolumeN/A
Net Assets281.29M
FWCBX vs SBFIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 118B vs. SBFIX (281M). FWCBX pays higher dividends than SBFIX: FWCBX (3.17) vs SBFIX (2.25). 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). SBFIX (12.51) and FWCBX (12.20) have marching annual gain over last year.
| 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 | 15.565 | 11.507 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 281M | 41,993% |
| Annual Yield % from dividends | 3.17 | 2.25 | 141% |
| Returns for 1 year | 12.20 | 12.51 | 98% |
| Returns for 3 years | 41.67 | 37.34 | 112% |
| Returns for 5 years | N/A | 19.14 | - |
| Returns for 10 years | N/A | 47.38 | - |
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