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FWCBX vs SBFIX
FWCBX vs SBFIX Comparison
Open Charts FWCBX vs SBFIX
American Funds Capital Income Bldr 529F3
Price$79.61
Change+$0.11 (+0.14%)
VolumeN/A
Net Assets120.05B
Federated Hermes Global Allocation IS
Price$22.79
Change+$0.08 (+0.35%)
VolumeN/A
Net Assets284.14M
FWCBX vs SBFIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 120B vs. SBFIX (284M). FWCBX pays higher dividends than SBFIX: FWCBX (3.17) vs SBFIX (2.23). FWCBX was incepted earlier than SBFIX: FWCBX (5 years) vs SBFIX (16 years). SBFIX (1.17) is less costly to investors than FWCBX (0.32). SBFIX is a more actively managed with annual turnover of: 102.00 vs. FWCBX (56.00). FWCBX has a lower initial minimum investment than SBFIX: FWCBX (250) vs SBFIX (1000000). FWCBX (12.71) and SBFIX (12.60) have marching annual gain over last year.
| FWCBX | SBFIX | FWCBX / SBFIX | |
| Total Expense Ratio | 0.32 | 0.86 | 37% |
| Annual Report Gross Expense Ratio | 0.32 | 1.17 | 27% |
| Fund Existence | 5 years | 16 years | - |
| Gain YTD | 17.875 | 13.736 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 284M | 42,254% |
| Annual Yield % from dividends | 3.17 | 2.23 | 142% |
| Returns for 1 year | 12.71 | 12.60 | 101% |
| Returns for 3 years | 52.87 | 46.86 | 113% |
| Returns for 5 years | N/A | 20.17 | - |
| Returns for 10 years | N/A | 49.68 | - |
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