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FWCBX vs SBFIX
FWCBX vs SBFIX Comparison
Open Charts FWCBX vs SBFIX
American Funds Capital Income Bldr 529F3
Price$71.16
Change-$1.59 (-2.19%)
VolumeN/A
CapitalizationN/A
Federated Hermes Global Allocation IS
Price$20.48
Change-$0.43 (-2.06%)
VolumeN/A
CapitalizationN/A
FWCBX vs SBFIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 108B vs. SBFIX (280M). FWCBX pays higher dividends than SBFIX: FWCBX (3.54) vs SBFIX (1.78). FWCBX was incepted earlier than SBFIX: FWCBX (4 years) vs SBFIX (16 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 : 13.73 vs. SBFIX (10.23).
| FWCBX | SBFIX | FWCBX / SBFIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 16 years | - |
| Gain YTD | 12.273 | 9.582 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 280M | 38,571% |
| Annual Yield % from dividends | 3.54 | 1.78 | 199% |
| Returns for 1 year | 13.73 | 10.23 | 134% |
| Returns for 3 years | 17.14 | -7.14 | -240% |
| Returns for 5 years | N/A | 10.08 | - |
| Returns for 10 years | N/A | 17.64 | - |
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