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FBCIX vs SBFIX
FBCIX vs SBFIX Comparison
Open Charts FBCIX vs SBFIX
American Funds Capital Income Bldr 529F2
Price$71.18
Change-$1.59 (-2.18%)
VolumeN/A
CapitalizationN/A
Federated Hermes Global Allocation IS
Price$20.48
Change-$0.43 (-2.06%)
VolumeN/A
CapitalizationN/A
FBCIX vs SBFIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 108B vs. SBFIX (280M). FBCIX pays higher dividends than SBFIX: FBCIX (3.49) vs SBFIX (1.78). FBCIX was incepted earlier than SBFIX: FBCIX (4 years) vs SBFIX (16 years). FBCIX is a more actively managed with annual turnover of: 106.00 vs. SBFIX (98.00). FBCIX has a lower initial minimum investment than SBFIX: FBCIX (250) vs SBFIX (1000000). FBCIX (10.65) and SBFIX (10.23) have marching annual gain over last year.
| FBCIX | SBFIX | FBCIX / SBFIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 16 years | - |
| Gain YTD | 9.779 | 9.582 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 280M | 38,571% |
| Annual Yield % from dividends | 3.49 | 1.78 | 197% |
| Returns for 1 year | 10.65 | 10.23 | 104% |
| Returns for 3 years | 14.46 | -7.14 | -203% |
| Returns for 5 years | N/A | 10.08 | - |
| Returns for 10 years | N/A | 17.64 | - |
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