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FWCBX vs SBFIX
FWCBX vs SBFIX Comparison
Open Charts FWCBX vs SBFIX
American Funds Capital Income Bldr 529F3
Price$75.28
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets113.5B
Federated Hermes Global Allocation IS
Price$21.26
Change+$0.09 (+0.43%)
VolumeN/A
Net Assets269.88M
FWCBX vs SBFIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 113B vs. SBFIX (270M). FWCBX pays higher dividends than SBFIX: FWCBX (3.30) vs SBFIX (2.24). 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 annual gain was more profitable for investors over the last year : 13.35 vs. SBFIX (8.83).
| 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 | 9.985 | 4.905 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 270M | 41,852% |
| Annual Yield % from dividends | 3.30 | 2.24 | 147% |
| Returns for 1 year | 13.35 | 8.83 | 151% |
| Returns for 3 years | 24.85 | 19.42 | 128% |
| Returns for 5 years | N/A | 17.33 | - |
| Returns for 10 years | N/A | 32.63 | - |