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CFIHX vs SBFIX
CFIHX vs SBFIX Comparison
Open Charts CFIHX vs SBFIX
American Funds Capital Income Bldr F3
Price$75.27
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets113.5B
Federated Hermes Global Allocation IS
Price$21.26
Change+$0.09 (+0.43%)
VolumeN/A
Net Assets269.88M
CFIHX vs SBFIX Comparison Chart
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CFIHX vs. SBFIX commentary
Jun 07, 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 CFIHX is a Buy and SBFIX is a Buy.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 113B vs. SBFIX (270M). CFIHX pays higher dividends than SBFIX: CFIHX (3.35) vs SBFIX (2.24). CFIHX was incepted earlier than SBFIX: CFIHX (8 years) vs SBFIX (16 years). SBFIX (1.17) is less costly to investors than CFIHX (0.27). SBFIX is a more actively managed with annual turnover of: 102.00 vs. CFIHX (56.00). CFIHX (1000000) and SBFIX (1000000) have matching initial minimum investment requirements. CFIHX annual gain was more profitable for investors over the last year : 13.41 vs. SBFIX (8.83). CFIHX return over 5 years is better than : 44.64 vs. SBFIX (17.33).
| CFIHX | SBFIX | CFIHX / SBFIX | |
| Total Expense Ratio | 0.27 | 0.86 | 31% |
| Annual Report Gross Expense Ratio | 0.27 | 1.17 | 23% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 9.999 | 4.905 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 270M | 41,852% |
| Annual Yield % from dividends | 3.35 | 2.24 | 149% |
| Returns for 1 year | 13.41 | 8.83 | 152% |
| Returns for 3 years | 22.27 | 19.42 | 115% |
| Returns for 5 years | 44.64 | 17.33 | 258% |
| Returns for 10 years | N/A | 32.63 | - |