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FWCBX vs SGHIX
FWCBX vs SGHIX Comparison
Open Charts FWCBX vs SGHIX
American Funds Capital Income Bldr 529F3
Price$78.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
Saturna Global High Income
Price$11.67
Change-$0.05 (-0.43%)
VolumeN/A
Net Assets12.01M
FWCBX vs SGHIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 118B vs. SGHIX (12M). FWCBX pays higher dividends than SGHIX: FWCBX (3.25) vs SGHIX (2.83). FWCBX was incepted earlier than SGHIX: FWCBX (5 years) vs SGHIX (13 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). FWCBX annual gain was more profitable for investors over the last year : 12.87 vs. SGHIX (12.05).
| 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 | 13 years | - |
| Gain YTD | 14.756 | 13.521 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 12M | 983,333% |
| Annual Yield % from dividends | 3.25 | 2.83 | 115% |
| Returns for 1 year | 12.87 | 12.05 | 107% |
| Returns for 3 years | 32.86 | 28.93 | 114% |
| Returns for 5 years | N/A | 33.15 | - |
| Returns for 10 years | N/A | 54.34 | - |
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