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FBCIX vs FSBCX
FBCIX vs FSBCX Comparison
Open Charts FBCIX vs FSBCX
American Funds Capital Income Bldr 529F2
Price$73.85
Change-$0.62 (-0.83%)
VolumeN/A
Net Assets112.41B
Federated Hermes Global Allocation C
Price$19.94
Change-$0.19 (-0.94%)
VolumeN/A
Net Assets271.23M
FBCIX vs FSBCX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 112B vs. FSBCX (271M). FBCIX pays higher dividends than FSBCX: FBCIX (3.36) 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). FBCIX annual gain was more profitable for investors over the last year : 10.70 vs. FSBCX (6.19).
| 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 | 7.837 | 2.979 | 263% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 271M | 41,328% |
| Annual Yield % from dividends | 3.36 | 1.34 | 251% |
| Returns for 1 year | 10.70 | 6.19 | 173% |
| Returns for 3 years | 26.50 | 18.52 | 143% |
| Returns for 5 years | N/A | 16.62 | - |
| Returns for 10 years | N/A | 15.12 | - |
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