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FBCIX vs SLFYX
FBCIX vs SLFYX Comparison
Open Charts FBCIX vs SLFYX
American Funds Capital Income Bldr 529F2
Price$74.67
Change+$0.15 (+0.20%)
VolumeN/A
Net Assets112.56B
SEI Multi-Asset Inflation Mgd Y (SIMT)
Price$7.92
Change+$0.01 (+0.13%)
VolumeN/A
Net Assets528.31M
FBCIX vs SLFYX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 113B vs. SLFYX (528M). 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 (1.87) 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 : 14.27 vs. SLFYX (3.69).
| FBCIX | SLFYX | FBCIX / SLFYX | |
| Total Expense Ratio | 0.36 | 0.65 | 55% |
| Annual Report Gross Expense Ratio | 0.36 | 1.87 | 19% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 9.034 | 3.259 | 277% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 528M | 21,402% |
| Annual Yield % from dividends | 3.26 | 3.43 | 95% |
| Returns for 1 year | 14.27 | 3.69 | 387% |
| Returns for 3 years | 23.81 | 3.51 | 678% |
| Returns for 5 years | N/A | 35.91 | - |
| Returns for 10 years | N/A | 24.04 | - |