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FBCIX vs FSTBX
FBCIX vs FSTBX Comparison
Open Charts FBCIX vs FSTBX
American Funds Capital Income Bldr 529F2
Price$79.53
Change-$0.09 (-0.11%)
VolumeN/A
Net Assets120.2B
Federated Hermes Global Allocation A
Price$22.54
Change-$0.12 (-0.53%)
VolumeN/A
Net Assets285.75M
FBCIX vs FSTBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 120B vs. FSTBX (286M). FBCIX pays higher dividends than FSTBX: FBCIX (3.12) vs FSTBX (1.97). 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 (12.92) and FBCIX (12.60) 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 | 17.665 | 14.096 | 125% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 286M | 41,958% |
| Annual Yield % from dividends | 3.12 | 1.97 | 158% |
| Returns for 1 year | 12.60 | 12.92 | 98% |
| Returns for 3 years | 52.50 | 46.37 | 113% |
| Returns for 5 years | N/A | 19.67 | - |
| Returns for 10 years | N/A | 46.75 | - |
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