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FBCIX vs FSTBX
FBCIX vs FSTBX Comparison
Open Charts FBCIX vs FSTBX
American Funds Capital Income Bldr 529F2
Price$79.10
Change-$0.06 (-0.08%)
VolumeN/A
Net AssetsN/A
Federated Hermes Global Allocation A
Price$22.45
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets283.92M
FBCIX vs FSTBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX pays higher dividends than FSTBX: FBCIX (3.13) vs FSTBX (1.99). 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). FSTBX (12.31) and FBCIX (11.95) have marching annual gain over last year.
| 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 | 17.029 | 13.038 | 131% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 284M | - |
| Annual Yield % from dividends | 3.13 | 1.99 | 157% |
| Returns for 1 year | 11.95 | 12.31 | 97% |
| Returns for 3 years | 43.40 | 38.74 | 112% |
| Returns for 5 years | N/A | 19.48 | - |
| Returns for 10 years | N/A | 46.25 | - |
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