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CFIHX vs SBFIX
CFIHX vs SBFIX Comparison
Open Charts CFIHX vs SBFIX
American Funds Capital Income Bldr F3
Price$77.29
Change-$0.16 (-0.21%)
VolumeN/A
Net Assets116.95B
Federated Hermes Global Allocation IS
Price$21.92
Change-$0.05 (-0.23%)
VolumeN/A
Net Assets277.59M
CFIHX vs SBFIX Comparison Chart in %
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CFIHX vs. SBFIX commentary
Aug 12, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 117B vs. SBFIX (278M). CFIHX pays higher dividends than SBFIX: CFIHX (3.30) vs SBFIX (2.30). 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 (14.44) and SBFIX (13.80) have marching annual gain over last year. CFIHX return over 5 years is better than : 47.79 vs. SBFIX (16.68).
| 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 | 13.739 | 9.513 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 278M | 42,086% |
| Annual Yield % from dividends | 3.30 | 2.30 | 143% |
| Returns for 1 year | 14.44 | 13.80 | 105% |
| Returns for 3 years | 29.87 | 26.98 | 111% |
| Returns for 5 years | 47.79 | 16.68 | 287% |
| Returns for 10 years | N/A | 39.49 | - |