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FIFAX vs SBFIX
FIFAX vs SBFIX Comparison
Open Charts FIFAX vs SBFIX
American Funds Income Fund of Amer F3
Price$26.72
Change+$0.07 (+0.26%)
VolumeN/A
Net Assets134.4B
Federated Hermes Global Allocation IS
Price$21.72
Change+$0.06 (+0.28%)
VolumeN/A
Net Assets275.11M
FIFAX vs SBFIX Comparison Chart in %
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FIFAX vs. SBFIX commentary
Jul 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FIFAX is a Buy and SBFIX is a Buy.
FUNDAMENTALS
Fundamentals
FIFAX has more cash in the bank: 134B vs. SBFIX (275M). FIFAX pays higher dividends than SBFIX: FIFAX (3.97) vs SBFIX (2.30). FIFAX was incepted earlier than SBFIX: FIFAX (8 years) vs SBFIX (16 years). SBFIX (1.17) is less costly to investors than FIFAX (0.27). SBFIX is a more actively managed with annual turnover of: 102.00 vs. FIFAX (92.00). FIFAX (1000000) and SBFIX (1000000) have matching initial minimum investment requirements. FIFAX annual gain was more profitable for investors over the last year : 11.76 vs. SBFIX (9.32). FIFAX return over 5 years is better than : 42.30 vs. SBFIX (18.57).
| FIFAX | SBFIX | FIFAX / SBFIX | |
| Total Expense Ratio | 0.27 | 0.86 | 31% |
| Annual Report Gross Expense Ratio | 0.27 | 1.17 | 23% |
| Fund Existence | 8 years | 16 years | - |
| Gain YTD | 11.121 | 7.968 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 275M | 48,727% |
| Annual Yield % from dividends | 3.97 | 2.30 | 172% |
| Returns for 1 year | 11.76 | 9.32 | 126% |
| Returns for 3 years | 29.08 | 32.82 | 89% |
| Returns for 5 years | 42.30 | 18.57 | 228% |
| Returns for 10 years | N/A | 35.25 | - |
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