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FBCIX vs FSBKX
FBCIX vs FSBKX Comparison
Open Charts FBCIX vs FSBKX
American Funds Capital Income Bldr 529F2
Price$78.04
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
Federated Hermes Global Allocation R
Price$21.76
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets279.54M
FBCIX vs FSBKX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 118B vs. FSBKX (280M). FBCIX pays higher dividends than FSBKX: FBCIX (3.21) vs FSBKX (1.65). FBCIX was incepted earlier than FSBKX: FBCIX (5 years) vs FSBKX (22 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 annual gain was more profitable for investors over the last year : 12.81 vs. FSBKX (11.37).
| 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 | 22 years | - |
| Gain YTD | 14.724 | 9.936 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 280M | 42,143% |
| Annual Yield % from dividends | 3.21 | 1.65 | 194% |
| Returns for 1 year | 12.81 | 11.37 | 113% |
| Returns for 3 years | 32.71 | 25.22 | 130% |
| Returns for 5 years | N/A | 13.71 | - |
| Returns for 10 years | N/A | 32.27 | - |
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