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FBCIX vs SBFIX
FBCIX vs SBFIX Comparison
Open Charts FBCIX vs SBFIX
American Funds Capital Income Bldr 529F2
Price$79.03
Change-$0.07 (-0.09%)
VolumeN/A
Net Assets119.04B
Federated Hermes Global Allocation IS
Price$22.59
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets283.92M
FBCIX vs SBFIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 119B vs. SBFIX (284M). FBCIX pays higher dividends than SBFIX: FBCIX (3.13) vs SBFIX (2.25). 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). SBFIX (12.65) and FBCIX (12.06) have marching annual gain over last year.
| 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 | 16.926 | 13.235 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 284M | 41,901% |
| Annual Yield % from dividends | 3.13 | 2.25 | 139% |
| Returns for 1 year | 12.06 | 12.65 | 95% |
| Returns for 3 years | 43.27 | 39.95 | 108% |
| Returns for 5 years | N/A | 21.93 | - |
| Returns for 10 years | N/A | 49.92 | - |
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