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FBCIX vs SBFIX
FBCIX vs SBFIX Comparison
Open Charts FBCIX vs SBFIX
American Funds Capital Income Bldr 529F2
Price$71.46
Change+$0.73 (+1.03%)
VolumeN/A
Net Assets107.13B
Federated Hermes Global Allocation IS
Price$20.16
Change+$0.24 (+1.20%)
VolumeN/A
Net Assets258.85M
FBCIX vs SBFIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 107B vs. SBFIX (259M). FBCIX pays higher dividends than SBFIX: FBCIX (3.37) vs SBFIX (2.34). FBCIX was incepted earlier than SBFIX: FBCIX (4 years) vs SBFIX (16 years). SBFIX (1.17) is less costly to investors than FBCIX (0.36). 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 : 10.95 vs. SBFIX (6.02).
| FBCIX | SBFIX | FBCIX / SBFIX | |
| Total Expense Ratio | 0.36 | 0.86 | 42% |
| Annual Report Gross Expense Ratio | 0.36 | 1.17 | 31% |
| Fund Existence | 4 years | 16 years | - |
| Gain YTD | 4.347 | -1.289 | -337% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 259M | 41,313% |
| Annual Yield % from dividends | 3.37 | 2.34 | 144% |
| Returns for 1 year | 10.95 | 6.02 | 182% |
| Returns for 3 years | 18.74 | 11.84 | 158% |
| Returns for 5 years | N/A | 22.58 | - |
| Returns for 10 years | N/A | 20.16 | - |
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