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FBCIX vs FSBKX
FBCIX vs FSBKX Comparison
Open Charts FBCIX vs FSBKX
American Funds Capital Income Bldr 529F2
Price$70.73
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets106.48B
Federated Hermes Global Allocation R
Price$19.59
Change+$0.16 (+0.82%)
VolumeN/A
Net Assets256.83M
FBCIX vs FSBKX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 106B vs. FSBKX (257M). FBCIX pays higher dividends than FSBKX: FBCIX (3.37) vs FSBKX (1.66). FBCIX was incepted earlier than FSBKX: FBCIX (4 years) vs FSBKX (22 years). FSBKX (1.87) is less costly to investors than FBCIX (0.36). FSBKX has a lower initial minimum investment than FBCIX: FSBKX (0) vs FBCIX (250). FBCIX annual gain was more profitable for investors over the last year : 9.15 vs. FSBKX (4.23).
| FBCIX | FSBKX | FBCIX / FSBKX | |
| Total Expense Ratio | 0.36 | 1.58 | 23% |
| Annual Report Gross Expense Ratio | 0.36 | 1.87 | 19% |
| Fund Existence | 4 years | 22 years | - |
| Gain YTD | 2.624 | -2.295 | -114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106B | 257M | 41,245% |
| Annual Yield % from dividends | 3.37 | 1.66 | 203% |
| Returns for 1 year | 9.15 | 4.23 | 216% |
| Returns for 3 years | 16.48 | 8.43 | 196% |
| Returns for 5 years | N/A | 17.07 | - |
| Returns for 10 years | N/A | 12.15 | - |
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