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FBCIX vs SBFIX
FBCIX vs SBFIX Comparison
Open Charts FBCIX vs SBFIX
American Funds Capital Income Bldr 529F2
Price$79.21
Change-$0.27 (-0.34%)
VolumeN/A
Net Assets119.54B
Federated Hermes Global Allocation IS
Price$22.64
Change-$0.12 (-0.53%)
VolumeN/A
Net Assets281.33M
FBCIX vs SBFIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 120B vs. SBFIX (281M). FBCIX pays higher dividends than SBFIX: FBCIX (3.12) vs SBFIX (2.20). 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 : 13.41 vs. SBFIX (12.47). FBCIX return over 5 years is better than : 53.19 vs. SBFIX (16.78).
| 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 | 17.192 | 13.385 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 281M | 42,705% |
| Annual Yield % from dividends | 3.12 | 2.20 | 142% |
| Returns for 1 year | 13.41 | 12.47 | 107% |
| Returns for 3 years | 39.60 | 38.05 | 104% |
| Returns for 5 years | 53.19 | 16.78 | 317% |
| Returns for 10 years | N/A | 47.56 | - |
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