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FBCIX vs FSTBX
FBCIX vs FSTBX Comparison
Open Charts FBCIX vs FSTBX
American Funds Capital Income Bldr 529F2
Price$71.46
Change+$0.73 (+1.03%)
VolumeN/A
Net Assets107.13B
Federated Hermes Global Allocation A
Price$20.01
Change+$0.24 (+1.21%)
VolumeN/A
Net Assets258.85M
FBCIX vs FSTBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 107B vs. FSTBX (259M). FBCIX pays higher dividends than FSTBX: FBCIX (3.37) vs FSTBX (2.06). FBCIX was incepted earlier than FSTBX: FBCIX (4 years) vs FSTBX (56 years). FSTBX (1.44) is less costly to investors than FBCIX (0.36). 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 : 10.95 vs. FSTBX (5.70).
| FBCIX | FSTBX | FBCIX / FSTBX | |
| Total Expense Ratio | 0.36 | 1.15 | 31% |
| Annual Report Gross Expense Ratio | 0.36 | 1.44 | 25% |
| Fund Existence | 4 years | 56 years | - |
| Gain YTD | 4.347 | -1.371 | -317% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 259M | 41,313% |
| Annual Yield % from dividends | 3.37 | 2.06 | 163% |
| Returns for 1 year | 10.95 | 5.70 | 192% |
| Returns for 3 years | 18.74 | 10.87 | 172% |
| Returns for 5 years | N/A | 20.70 | - |
| Returns for 10 years | N/A | 17.14 | - |
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