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FWCBX vs SGHIX
FWCBX vs SGHIX Comparison
Open Charts FWCBX vs SGHIX
American Funds Capital Income Bldr 529F3
Price$80.08
Change-$0.64 (-0.79%)
VolumeN/A
Net Assets121.54B
Saturna Global High Income
Price$12.13
Change-$0.05 (-0.41%)
VolumeN/A
Net Assets12.28M
FWCBX vs SGHIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 122B vs. SGHIX (12.3M). FWCBX pays higher dividends than SGHIX: FWCBX (3.16) vs SGHIX (2.68). FWCBX was incepted earlier than SGHIX: FWCBX (5 years) vs SGHIX (14 years). SGHIX (0.92) is less costly to investors than FWCBX (0.32). FWCBX is a more actively managed with annual turnover of: 56.00 vs. SGHIX (0.00). FWCBX has a lower initial minimum investment than SGHIX: FWCBX (250) vs SGHIX (1000). SGHIX (15.39) and FWCBX (14.69) have marching annual gain over last year. FWCBX return over 5 years is better than : 56.52 vs. SGHIX (38.67).
| FWCBX | SGHIX | FWCBX / SGHIX | |
| Total Expense Ratio | 0.32 | 0.75 | 43% |
| Annual Report Gross Expense Ratio | 0.32 | 0.92 | 35% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 18.571 | 17.996 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 12.3M | 991,870% |
| Annual Yield % from dividends | 3.16 | 2.68 | 118% |
| Returns for 1 year | 14.69 | 15.39 | 95% |
| Returns for 3 years | 42.43 | 36.31 | 117% |
| Returns for 5 years | 56.52 | 38.67 | 146% |
| Returns for 10 years | N/A | 67.63 | - |
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