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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: 128B vs. SBFIX (288M). FWCBX pays higher dividends than SBFIX: FWCBX (3.00) vs SBFIX (2.17). 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 (11.40) and FWCBX (11.07) have marching annual gain over last year. FWCBX return over 5 years is better than : 43.37 vs. SBFIX (11.09).
| 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 | 8.769 | 7.379 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 288M | 44,444% |
| Annual Yield % from dividends | 3.00 | 2.17 | 138% |
| Returns for 1 year | 11.07 | 11.40 | 97% |
| Returns for 3 years | 42.04 | 38.76 | 108% |
| Returns for 5 years | 43.37 | 11.09 | 391% |
| Returns for 10 years | N/A | 60.76 | - |
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