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FWCBX vs SBFIX
FWCBX vs SBFIX Comparison
Open Charts FWCBX vs SBFIX
FWCBX vs SBFIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 127B vs. SBFIX (294M). FWCBX pays higher dividends than SBFIX: FWCBX (2.97) vs SBFIX (2.23). FWCBX was incepted earlier than SBFIX: FWCBX (6 years) vs SBFIX (17 years). SBFIX (1.18) is less costly to investors than FWCBX (0.31). SBFIX is a more actively managed with annual turnover of: 101.00 vs. FWCBX (50.00). FWCBX has a lower initial minimum investment than SBFIX: FWCBX (250) vs SBFIX (1000000). SBFIX annual gain was more profitable for investors over the last year : 15.22 vs. FWCBX (13.43). FWCBX return over 5 years is better than : 41.32 vs. SBFIX (11.42).
| FWCBX | SBFIX | FWCBX / SBFIX | |
| Total Expense Ratio | 0.31 | 0.86 | 36% |
| Annual Report Gross Expense Ratio | 0.31 | 1.18 | 26% |
| Fund Existence | 6 years | 17 years | - |
| Gain YTD | 7.890 | 7.557 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 294M | 43,197% |
| Annual Yield % from dividends | 2.97 | 2.23 | 134% |
| Returns for 1 year | 13.43 | 15.22 | 88% |
| Returns for 3 years | 43.55 | 41.80 | 104% |
| Returns for 5 years | 41.32 | 11.42 | 362% |
| Returns for 10 years | N/A | 59.09 | - |
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