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FBCIX vs FSBKX
FBCIX vs FSBKX Comparison
Open Charts FBCIX vs FSBKX
American Funds Capital Income Bldr 529F2
Price$79.28
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.59B
Federated Hermes Global Allocation R
Price$22.27
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets283.08M
FBCIX vs FSBKX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 120B vs. FSBKX (283M). FBCIX pays higher dividends than FSBKX: FBCIX (3.12) vs FSBKX (1.59). FBCIX was incepted earlier than FSBKX: FBCIX (5 years) vs FSBKX (23 years). FSBKX (1.87) is less costly to investors than FBCIX (0.36). FSBKX is a more actively managed with annual turnover of: 102.00 vs. FBCIX (56.00). FSBKX has a lower initial minimum investment than FBCIX: FSBKX (0) vs FBCIX (250). FBCIX (11.02) and FSBKX (11.01) have marching annual gain over last year.
| FBCIX | FSBKX | FBCIX / FSBKX | |
| Total Expense Ratio | 0.36 | 1.58 | 23% |
| Annual Report Gross Expense Ratio | 0.36 | 1.87 | 19% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 17.295 | 12.798 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 283M | 42,403% |
| Annual Yield % from dividends | 3.12 | 1.59 | 196% |
| Returns for 1 year | 11.02 | 11.01 | 100% |
| Returns for 3 years | 50.26 | 42.64 | 118% |
| Returns for 5 years | N/A | 15.67 | - |
| Returns for 10 years | N/A | 39.91 | - |
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