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FBCIX vs FSTBX
FBCIX vs FSTBX Comparison
Open Charts FBCIX vs FSTBX
American Funds Capital Income Bldr 529F2
Price$77.49
Change+$0.15 (+0.19%)
VolumeN/A
Net Assets116.75B
Federated Hermes Global Allocation A
Price$21.80
Change+$0.06 (+0.28%)
VolumeN/A
Net Assets276.8M
FBCIX vs FSTBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 117B vs. FSTBX (277M). FBCIX pays higher dividends than FSTBX: FBCIX (3.21) vs FSTBX (2.04). FBCIX was incepted earlier than FSTBX: FBCIX (5 years) vs FSTBX (57 years). FSTBX (1.44) is less costly to investors than FBCIX (0.36). FSTBX is a more actively managed with annual turnover of: 102.00 vs. FBCIX (56.00). FBCIX has a lower initial minimum investment than FSTBX: FBCIX (250) vs FSTBX (1500). FBCIX annual gain was more profitable for investors over the last year : 14.77 vs. FSTBX (13.68).
| FBCIX | FSTBX | FBCIX / FSTBX | |
| Total Expense Ratio | 0.36 | 1.15 | 31% |
| Annual Report Gross Expense Ratio | 0.36 | 1.44 | 25% |
| Fund Existence | 5 years | 57 years | - |
| Gain YTD | 13.916 | 9.025 | 154% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 277M | 42,238% |
| Annual Yield % from dividends | 3.21 | 2.04 | 157% |
| Returns for 1 year | 14.77 | 13.68 | 108% |
| Returns for 3 years | 34.57 | 27.92 | 124% |
| Returns for 5 years | N/A | 15.58 | - |
| Returns for 10 years | N/A | 35.38 | - |
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