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FBCIX vs FSBCX
FBCIX vs FSBCX Comparison
Open Charts FBCIX vs FSBCX
American Funds Capital Income Bldr 529F2
Price$78.31
Change-$0.45 (-0.57%)
VolumeN/A
Net Assets118.99B
Federated Hermes Global Allocation C
Price$21.54
Change-$0.09 (-0.42%)
VolumeN/A
Net Assets283.33M
FBCIX vs FSBCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 119B vs. FSBCX (283M). FBCIX pays higher dividends than FSBCX: FBCIX (3.13) vs FSBCX (1.34). FBCIX was incepted earlier than FSBCX: FBCIX (5 years) vs FSBCX (32 years). FSBCX (2.20) is less costly to investors than FBCIX (0.36). FSBCX is a more actively managed with annual turnover of: 102.00 vs. FBCIX (56.00). FBCIX has a lower initial minimum investment than FSBCX: FBCIX (250) vs FSBCX (1500). FSBCX (10.70) and FBCIX (10.60) have marching annual gain over last year.
| FBCIX | FSBCX | FBCIX / FSBCX | |
| Total Expense Ratio | 0.36 | 1.95 | 18% |
| Annual Report Gross Expense Ratio | 0.36 | 2.20 | 16% |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | 15.860 | 12.349 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 283M | 42,049% |
| Annual Yield % from dividends | 3.13 | 1.34 | 233% |
| Returns for 1 year | 10.60 | 10.70 | 99% |
| Returns for 3 years | 50.14 | 42.16 | 119% |
| Returns for 5 years | N/A | 16.74 | - |
| Returns for 10 years | N/A | 40.98 | - |
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