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FWCBX vs SBFIX
FWCBX vs SBFIX Comparison
Open Charts FWCBX vs SBFIX
American Funds Capital Income Bldr 529F3
Price$73.11
Change-$0.08 (-0.11%)
VolumeN/A
CapitalizationN/A
Federated Hermes Global Allocation IS
Price$20.67
Change-$0.08 (-0.39%)
VolumeN/A
CapitalizationN/A
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FWCBX vs SBFIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 110B vs. SBFIX (284M). FWCBX pays higher dividends than SBFIX: FWCBX (3.54) vs SBFIX (1.78). FWCBX was incepted earlier than SBFIX: FWCBX (4 years) vs SBFIX (15 years). FWCBX is a more actively managed with annual turnover of: 106.00 vs. SBFIX (98.00). 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 : 21.57 vs. SBFIX (20.04).
| FWCBX | SBFIX | FWCBX / SBFIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 15 years | - |
| Gain YTD | 12.828 | 10.599 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 284M | 38,732% |
| Annual Yield % from dividends | 3.54 | 1.78 | 199% |
| Returns for 1 year | 21.57 | 20.04 | 108% |
| Returns for 3 years | 21.52 | -5.81 | -371% |
| Returns for 5 years | N/A | 16.42 | - |
| Returns for 10 years | N/A | 20.41 | - |
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