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FWCBX vs SBFIX
FWCBX vs SBFIX Comparison
Open Charts FWCBX vs SBFIX
American Funds Capital Income Bldr 529F3
Price$71.43
Change+$0.74 (+1.05%)
VolumeN/A
Net Assets107.13B
Federated Hermes Global Allocation IS
Price$20.16
Change+$0.24 (+1.20%)
VolumeN/A
Net Assets258.85M
FWCBX vs SBFIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 107B vs. SBFIX (259M). FWCBX pays higher dividends than SBFIX: FWCBX (3.42) vs SBFIX (2.34). FWCBX was incepted earlier than SBFIX: FWCBX (4 years) vs SBFIX (16 years). SBFIX (1.17) is less costly to investors than FWCBX (0.32). FWCBX has a lower initial minimum investment than SBFIX: FWCBX (250) vs SBFIX (1000000). FWCBX annual gain was more profitable for investors over the last year : 11.00 vs. SBFIX (6.02).
| FWCBX | SBFIX | FWCBX / SBFIX | |
| Total Expense Ratio | 0.32 | 0.86 | 37% |
| Annual Report Gross Expense Ratio | 0.32 | 1.17 | 27% |
| Fund Existence | 4 years | 16 years | - |
| Gain YTD | 4.360 | -1.289 | -338% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 259M | 41,313% |
| Annual Yield % from dividends | 3.42 | 2.34 | 146% |
| Returns for 1 year | 11.00 | 6.02 | 183% |
| Returns for 3 years | 18.87 | 11.84 | 159% |
| Returns for 5 years | N/A | 22.58 | - |
| Returns for 10 years | N/A | 20.16 | - |
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