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FBCIX vs FSTBX
FBCIX vs FSTBX Comparison
Open Charts FBCIX vs FSTBX
American Funds Capital Income Bldr 529F2
Price$75.30
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets113.5B
Federated Hermes Global Allocation A
Price$21.09
Change+$0.08 (+0.38%)
VolumeN/A
Net Assets269.88M
FBCIX vs FSTBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 113B vs. FSTBX (270M). FBCIX pays higher dividends than FSTBX: FBCIX (3.26) vs FSTBX (1.98). FBCIX was incepted earlier than FSTBX: FBCIX (5 years) vs FSTBX (56 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 : 13.29 vs. FSTBX (8.58).
| 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 | 56 years | - |
| Gain YTD | 9.954 | 4.815 | 207% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 270M | 41,852% |
| Annual Yield % from dividends | 3.26 | 1.98 | 165% |
| Returns for 1 year | 13.29 | 8.58 | 155% |
| Returns for 3 years | 24.71 | 18.45 | 134% |
| Returns for 5 years | N/A | 15.52 | - |
| Returns for 10 years | N/A | 29.39 | - |
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