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CFIHX vs SBFIX
CFIHX vs SBFIX Comparison
Open Charts CFIHX vs SBFIX
American Funds Capital Income Bldr F3
Price$71.42
Change+$0.73 (+1.03%)
VolumeN/A
Net Assets107.13B
Federated Hermes Global Allocation IS
Price$20.16
Change+$0.24 (+1.20%)
VolumeN/A
Net Assets258.85M
CFIHX vs SBFIX Comparison Chart
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CFIHX vs. SBFIX commentary
Apr 25, 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: 107B vs. SBFIX (259M). CFIHX pays higher dividends than SBFIX: CFIHX (3.47) vs SBFIX (2.34). 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). CFIHX (1000000) and SBFIX (1000000) have matching initial minimum investment requirements. CFIHX annual gain was more profitable for investors over the last year : 11.06 vs. SBFIX (6.02). CFIHX return over 5 years is better than : 48.61 vs. SBFIX (22.58).
| 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 | 4.373 | -1.289 | -339% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 259M | 41,313% |
| Annual Yield % from dividends | 3.47 | 2.34 | 148% |
| Returns for 1 year | 11.06 | 6.02 | 184% |
| Returns for 3 years | 16.43 | 11.84 | 139% |
| Returns for 5 years | 48.61 | 22.58 | 215% |
| Returns for 10 years | N/A | 20.16 | - |
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