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RCEEX vs SBFIX
RCEEX vs SBFIX Comparison
Open Charts RCEEX vs SBFIX
American Funds Capital Income Bldr R2E
Price$74.83
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets113.85B
Federated Hermes Global Allocation IS
Price$21.25
Change-$0.18 (-0.84%)
VolumeN/A
Net Assets270.57M
RCEEX vs SBFIX Comparison Chart
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RCEEX vs. SBFIX commentary
Jun 16, 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: 114B vs. SBFIX (271M). RCEEX pays higher dividends than SBFIX: RCEEX (2.62) vs SBFIX (2.24). 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). RCEEX annual gain was more profitable for investors over the last year : 13.36 vs. SBFIX (9.18). RCEEX return over 5 years is better than : 45.82 vs. SBFIX (20.76).
| 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 | 10.148 | 5.302 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 271M | 42,066% |
| Annual Yield % from dividends | 2.62 | 2.24 | 117% |
| Returns for 1 year | 13.36 | 9.18 | 145% |
| Returns for 3 years | 30.73 | 29.11 | 106% |
| Returns for 5 years | 45.82 | 20.76 | 221% |
| Returns for 10 years | 42.67 | 32.07 | 133% |