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RCEEX vs SBFIX
RCEEX vs SBFIX Comparison
Open Charts RCEEX vs SBFIX
American Funds Capital Income Bldr R2E
Price$77.59
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
RCEEX vs SBFIX Comparison Chart in %
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RCEEX vs. SBFIX commentary
Aug 17, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RCEEX is a Buy and SBFIX is a Buy.
FUNDAMENTALS
Fundamentals
RCEEX has more cash in the bank: 118B vs. SBFIX (279M). RCEEX pays higher dividends than SBFIX: RCEEX (2.57) vs SBFIX (2.30). RCEEX was incepted earlier than SBFIX: RCEEX (11 years) vs SBFIX (16 years). SBFIX (1.17) is less costly to investors than RCEEX (1.07). SBFIX is a more actively managed with annual turnover of: 102.00 vs. RCEEX (56.00). RCEEX has a lower initial minimum investment than SBFIX: RCEEX (250) vs SBFIX (1000000). SBFIX (12.12) and RCEEX (12.01) have marching annual gain over last year. RCEEX return over 5 years is better than : 45.55 vs. SBFIX (18.09).
| RCEEX | SBFIX | RCEEX / SBFIX | |
| Total Expense Ratio | 1.07 | 0.86 | 124% |
| Annual Report Gross Expense Ratio | 1.07 | 1.17 | 91% |
| Fund Existence | 11 years | 16 years | - |
| Gain YTD | 14.211 | 10.361 | 137% |
| 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 | 2.57 | 2.30 | 112% |
| Returns for 1 year | 12.01 | 12.12 | 99% |
| Returns for 3 years | 28.08 | 27.89 | 101% |
| Returns for 5 years | 45.55 | 18.09 | 252% |
| Returns for 10 years | 49.86 | 40.65 | 123% |
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