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CFIHX vs FSBKX
CFIHX vs FSBKX Comparison
Open Charts CFIHX vs FSBKX
American Funds Capital Income Bldr F3
Price$71.15
Change-$1.60 (-2.20%)
VolumeN/A
CapitalizationN/A
Federated Hermes Global Allocation R
Price$20.12
Change-$0.43 (-2.09%)
VolumeN/A
CapitalizationN/A
CFIHX vs FSBKX Comparison Chart
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CFIHX vs. FSBKX commentary
Dec 19, 2024
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 CFIHX is a Buy and FSBKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 108B vs. FSBKX (280M). CFIHX pays higher dividends than FSBKX: CFIHX (3.59) vs FSBKX (1.13). CFIHX was incepted earlier than FSBKX: CFIHX (8 years) vs FSBKX (22 years). CFIHX is a more actively managed with annual turnover of: 106.00 vs. FSBKX (98.00). FSBKX has a lower initial minimum investment than CFIHX: FSBKX (0) vs CFIHX (1000000). FSBKX annual gain was more profitable for investors over the last year : 12.49 vs. CFIHX (10.75). CFIHX return over 5 years is better than : 26.51 vs. FSBKX (8.49).
| CFIHX | FSBKX | CFIHX / FSBKX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 22 years | - |
| Gain YTD | 9.881 | 11.109 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 280M | 38,571% |
| Annual Yield % from dividends | 3.59 | 1.13 | 318% |
| Returns for 1 year | 10.75 | 12.49 | 86% |
| Returns for 3 years | 11.61 | -7.39 | -157% |
| Returns for 5 years | 26.51 | 8.49 | 312% |
| Returns for 10 years | N/A | 12.83 | - |
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