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FBCIX vs SGENX
FBCIX vs SGENX Comparison
Open Charts FBCIX vs SGENX
American Funds Capital Income Bldr 529F2
Price$76.05
Change+$0.22 (+0.29%)
VolumeN/A
Net Assets115.03B
First Eagle Global A
Price$76.47
Change+$0.08 (+0.10%)
VolumeN/A
Net Assets61.95B
FBCIX vs SGENX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 115B vs. SGENX (62B). FBCIX pays higher dividends than SGENX: FBCIX (3.26) vs SGENX (2.09). FBCIX was incepted earlier than SGENX: FBCIX (5 years) vs SGENX (55 years). SGENX (1.10) is less costly to investors than FBCIX (0.36). FBCIX is a more actively managed with annual turnover of: 56.00 vs. SGENX (9.51). FBCIX has a lower initial minimum investment than SGENX: FBCIX (250) vs SGENX (2500). FBCIX (15.45) and SGENX (14.86) have marching annual gain over last year.
| FBCIX | SGENX | FBCIX / SGENX | |
| Total Expense Ratio | 0.36 | 1.10 | 33% |
| Annual Report Gross Expense Ratio | 0.36 | 1.10 | 33% |
| Fund Existence | 5 years | 55 years | - |
| Gain YTD | 11.799 | 14.100 | 84% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 62B | 185% |
| Annual Yield % from dividends | 3.26 | 2.09 | 156% |
| Returns for 1 year | 15.45 | 14.86 | 104% |
| Returns for 3 years | 34.65 | 35.29 | 98% |
| Returns for 5 years | N/A | 53.42 | - |
| Returns for 10 years | N/A | 54.60 | - |
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