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FBCIX vs SLFYX
FBCIX vs SLFYX Comparison
Open Charts FBCIX vs SLFYX
American Funds Capital Income Bldr 529F2
Price$79.65
Change+$0.12 (+0.15%)
VolumeN/A
Net Assets120.05B
SEI Multi-Asset Inflation Mgd Y (SIMT)
Price$8.21
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets521.93M
FBCIX vs SLFYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 120B vs. SLFYX (522M). SLFYX pays higher dividends than FBCIX: SLFYX (3.33) vs FBCIX (3.12). FBCIX was incepted earlier than SLFYX: FBCIX (5 years) vs SLFYX (11 years). SLFYX (1.09) is less costly to investors than FBCIX (0.36). FBCIX is a more actively managed with annual turnover of: 56.00 vs. SLFYX (43.00). FBCIX has a lower initial minimum investment than SLFYX: FBCIX (250) vs SLFYX (100000). FBCIX annual gain was more profitable for investors over the last year : 12.66 vs. SLFYX (5.49).
| FBCIX | SLFYX | FBCIX / SLFYX | |
| Total Expense Ratio | 0.36 | 0.86 | 42% |
| Annual Report Gross Expense Ratio | 0.36 | 1.09 | 33% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 17.843 | 6.910 | 258% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 522M | 22,989% |
| Annual Yield % from dividends | 3.12 | 3.33 | 94% |
| Returns for 1 year | 12.66 | 5.49 | 231% |
| Returns for 3 years | 52.73 | 11.89 | 443% |
| Returns for 5 years | N/A | 36.83 | - |
| Returns for 10 years | N/A | 31.77 | - |
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