Ad is loading...
FSBCX vs FWCBX
FSBCX vs FWCBX Comparison
Open Charts FSBCX vs FWCBX
Federated Hermes Global Allocation C
Price$19.60
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets265.71M
American Funds Capital Income Bldr 529F3
Price$72.60
Change+$0.11 (+0.15%)
VolumeN/A
Net Assets109.75B
FSBCX vs FWCBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 110B vs. FSBCX (266M). FWCBX pays higher dividends than FSBCX: FWCBX (3.41) vs FSBCX (1.34). FSBCX was incepted earlier than FWCBX: FSBCX (32 years) vs FWCBX (5 years). FSBCX (2.20) is less costly to investors than FWCBX (0.32). FSBCX is a more actively managed with annual turnover of: 102.00 vs. FWCBX (56.00). FWCBX has a lower initial minimum investment than FSBCX: FWCBX (250) vs FSBCX (1500). FWCBX annual gain was more profitable for investors over the last year : 10.52 vs. FSBCX (5.60).
| FSBCX | FWCBX | FSBCX / FWCBX | |
| Total Expense Ratio | 1.95 | 0.32 | 609% |
| Annual Report Gross Expense Ratio | 2.20 | 0.32 | 688% |
| Fund Existence | 32 years | 5 years | - |
| Gain YTD | 1.223 | 6.070 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266M | 110B | 0% |
| Annual Yield % from dividends | 1.34 | 3.41 | 39% |
| Returns for 1 year | 5.60 | 10.52 | 53% |
| Returns for 3 years | 16.84 | 26.00 | 65% |
| Returns for 5 years | 15.47 | N/A | - |
| Returns for 10 years | 14.20 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...