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FBCIX vs SLFYX
FBCIX vs SLFYX Comparison
Open Charts FBCIX vs SLFYX
American Funds Capital Income Bldr 529F2
Price$72.52
Change-$0.22 (-0.30%)
VolumeN/A
Net Assets109.94B
SEI Multi-Asset Inflation Mgd Y (SIMT)
Price$7.98
Change-$0.02 (-0.25%)
VolumeN/A
Net Assets536.68M
FBCIX vs SLFYX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBCIX has more cash in the bank: 110B vs. SLFYX (537M). SLFYX (3.39) and FBCIX (3.36) have matching dividends . 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 : 10.88 vs. SLFYX (5.13).
| 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 | 5.895 | 4.302 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 537M | 20,484% |
| Annual Yield % from dividends | 3.36 | 3.39 | 99% |
| Returns for 1 year | 10.88 | 5.13 | 212% |
| Returns for 3 years | 25.57 | 6.75 | 379% |
| Returns for 5 years | N/A | 38.17 | - |
| Returns for 10 years | N/A | 25.43 | - |
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