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FSBLX vs FWCBX
FSBLX vs FWCBX Comparison
Open Charts FSBLX vs FWCBX
Federated Hermes Global Allocation R6
Price$22.42
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets283.92M
American Funds Capital Income Bldr 529F3
Price$78.99
Change-$0.07 (-0.09%)
VolumeN/A
Net Assets119.04B
FSBLX vs FWCBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 119B vs. FSBLX (284M). FWCBX pays higher dividends than FSBLX: FWCBX (3.17) vs FSBLX (2.27). FSBLX was incepted earlier than FWCBX: FSBLX (9 years) vs FWCBX (5 years). FSBLX (1.11) is less costly to investors than FWCBX (0.32). FSBLX is a more actively managed with annual turnover of: 102.00 vs. FWCBX (56.00). FSBLX has a lower initial minimum investment than FWCBX: FSBLX (0) vs FWCBX (250). FSBLX (12.70) and FWCBX (12.10) have marching annual gain over last year.
| FSBLX | FWCBX | FSBLX / FWCBX | |
| Total Expense Ratio | 0.84 | 0.32 | 263% |
| Annual Report Gross Expense Ratio | 1.11 | 0.32 | 347% |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | 13.291 | 16.957 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 284M | 119B | 0% |
| Annual Yield % from dividends | 2.27 | 3.17 | 72% |
| Returns for 1 year | 12.70 | 12.10 | 105% |
| Returns for 3 years | 40.11 | 43.45 | 92% |
| Returns for 5 years | 21.91 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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