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FBCIX vs SBFIX
FBCIX vs SBFIX Comparison
Open Charts FBCIX vs SBFIX
American Funds Capital Income Bldr 529F2
Price$75.30
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets113.5B
Federated Hermes Global Allocation IS
Price$21.26
Change+$0.09 (+0.43%)
VolumeN/A
Net Assets269.88M
FBCIX vs SBFIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 113B vs. SBFIX (270M). FBCIX pays higher dividends than SBFIX: FBCIX (3.26) vs SBFIX (2.24). FBCIX was incepted earlier than SBFIX: FBCIX (5 years) vs SBFIX (16 years). SBFIX (1.17) is less costly to investors than FBCIX (0.36). SBFIX is a more actively managed with annual turnover of: 102.00 vs. FBCIX (56.00). FBCIX has a lower initial minimum investment than SBFIX: FBCIX (250) vs SBFIX (1000000). FBCIX annual gain was more profitable for investors over the last year : 13.29 vs. SBFIX (8.83).
| FBCIX | SBFIX | FBCIX / SBFIX | |
| Total Expense Ratio | 0.36 | 0.86 | 42% |
| Annual Report Gross Expense Ratio | 0.36 | 1.17 | 31% |
| Fund Existence | 5 years | 16 years | - |
| Gain YTD | 9.954 | 4.905 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 270M | 41,852% |
| Annual Yield % from dividends | 3.26 | 2.24 | 145% |
| Returns for 1 year | 13.29 | 8.83 | 151% |
| Returns for 3 years | 24.71 | 19.42 | 127% |
| Returns for 5 years | N/A | 17.33 | - |
| Returns for 10 years | N/A | 32.63 | - |
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