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CFIHX vs SBFIX
CFIHX vs SBFIX Comparison
Open Charts CFIHX vs SBFIX
American Funds Capital Income Bldr F3
Price$79.17
Change-$0.27 (-0.34%)
VolumeN/A
Net Assets119.54B
Federated Hermes Global Allocation IS
Price$22.64
Change-$0.12 (-0.53%)
VolumeN/A
Net Assets281.33M
CFIHX vs SBFIX Comparison Chart in %
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CFIHX vs. SBFIX commentary
Nov 19, 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 Hold and SBFIX is a Hold.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 120B vs. SBFIX (281M). CFIHX pays higher dividends than SBFIX: CFIHX (3.21) vs SBFIX (2.20). CFIHX was incepted earlier than SBFIX: CFIHX (9 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 : 13.52 vs. SBFIX (12.47). CFIHX return over 5 years is better than : 48.50 vs. SBFIX (16.78).
| CFIHX | SBFIX | CFIHX / SBFIX | |
| Total Expense Ratio | 0.27 | 0.86 | 31% |
| Annual Report Gross Expense Ratio | 0.27 | 1.17 | 23% |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 17.281 | 13.385 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 281M | 42,705% |
| Annual Yield % from dividends | 3.21 | 2.20 | 146% |
| Returns for 1 year | 13.52 | 12.47 | 108% |
| Returns for 3 years | 38.41 | 38.05 | 101% |
| Returns for 5 years | 48.50 | 16.78 | 289% |
| Returns for 10 years | N/A | 47.56 | - |
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