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FWCBX vs SBFIX
FWCBX vs SBFIX Comparison
Open Charts FWCBX vs SBFIX
American Funds Capital Income Bldr 529F3
Price$77.87
Change-$0.05 (-0.06%)
VolumeN/A
Net Assets117.98B
Federated Hermes Global Allocation IS
Price$22.19
Change+$0.07 (+0.32%)
VolumeN/A
Net Assets279.84M
FWCBX vs SBFIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 118B vs. SBFIX (280M). FWCBX pays higher dividends than SBFIX: FWCBX (3.17) vs SBFIX (2.25). 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). SBFIX (11.20) and FWCBX (11.07) 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 | 14.550 | 10.261 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 280M | 42,143% |
| Annual Yield % from dividends | 3.17 | 2.25 | 141% |
| Returns for 1 year | 11.07 | 11.20 | 99% |
| Returns for 3 years | 39.84 | 35.02 | 114% |
| Returns for 5 years | N/A | 17.81 | - |
| Returns for 10 years | N/A | 48.07 | - |
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