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FWCBX vs SGHIX
FWCBX vs SGHIX Comparison
Open Charts FWCBX vs SGHIX
American Funds Capital Income Bldr 529F3
Price$80.92
Change+$0.41 (+0.51%)
VolumeN/A
Net Assets120.93B
Saturna Global High Income
Price$12.08
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets12.06M
FWCBX vs SGHIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. SGHIX (12.1M). FWCBX pays higher dividends than SGHIX: FWCBX (3.08) vs SGHIX (2.66). 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). FWCBX annual gain was more profitable for investors over the last year : 14.56 vs. SGHIX (13.25). FWCBX return over 5 years is better than : 52.63 vs. SGHIX (31.49).
| 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 | 19.814 | 17.510 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 12.1M | 1,000,000% |
| Annual Yield % from dividends | 3.08 | 2.66 | 116% |
| Returns for 1 year | 14.56 | 13.25 | 110% |
| Returns for 3 years | 38.36 | 31.76 | 121% |
| Returns for 5 years | 52.63 | 31.49 | 167% |
| Returns for 10 years | N/A | 69.22 | - |
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