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FBCIX vs SLFYX
FBCIX vs SLFYX Comparison
Open Charts FBCIX vs SLFYX
American Funds Capital Income Bldr 529F2
Price$75.59
Change+$0.55 (+0.73%)
VolumeN/A
Net Assets113.55B
SEI Multi-Asset Inflation Mgd Y (SIMT)
Price$8.01
Change-$0.05 (-0.62%)
VolumeN/A
Net Assets533.62M
FBCIX vs SLFYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 114B vs. SLFYX (534M). SLFYX pays higher dividends than FBCIX: SLFYX (3.43) vs FBCIX (3.26). FBCIX was incepted earlier than SLFYX: FBCIX (5 years) vs SLFYX (10 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 : 13.19 vs. SLFYX (6.05).
| 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 | 10 years | - |
| Gain YTD | 9.917 | 5.476 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 534M | 21,348% |
| Annual Yield % from dividends | 3.26 | 3.43 | 95% |
| Returns for 1 year | 13.19 | 6.05 | 218% |
| Returns for 3 years | 32.03 | 8.67 | 369% |
| Returns for 5 years | N/A | 38.11 | - |
| Returns for 10 years | N/A | 27.69 | - |
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