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FWCBX vs SGENX
FWCBX vs SGENX Comparison
Open Charts FWCBX vs SGENX
American Funds Capital Income Bldr 529F3
Price$76.02
Change+$0.23 (+0.30%)
VolumeN/A
Net Assets115.03B
First Eagle Global A
Price$76.47
Change+$0.08 (+0.10%)
VolumeN/A
Net Assets61.95B
FWCBX vs SGENX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 115B vs. SGENX (62B). FWCBX pays higher dividends than SGENX: FWCBX (3.30) vs SGENX (2.09). FWCBX was incepted earlier than SGENX: FWCBX (5 years) vs SGENX (55 years). SGENX (1.10) is less costly to investors than FWCBX (0.32). FWCBX is a more actively managed with annual turnover of: 56.00 vs. SGENX (9.51). FWCBX has a lower initial minimum investment than SGENX: FWCBX (250) vs SGENX (2500). FWCBX (15.49) and SGENX (14.86) have marching annual gain over last year.
| FWCBX | SGENX | FWCBX / SGENX | |
| Total Expense Ratio | 0.32 | 1.10 | 29% |
| Annual Report Gross Expense Ratio | 0.32 | 1.10 | 29% |
| Fund Existence | 5 years | 55 years | - |
| Gain YTD | 11.828 | 14.100 | 84% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 62B | 185% |
| Annual Yield % from dividends | 3.30 | 2.09 | 158% |
| Returns for 1 year | 15.49 | 14.86 | 104% |
| Returns for 3 years | 34.80 | 35.29 | 99% |
| Returns for 5 years | N/A | 53.42 | - |
| Returns for 10 years | N/A | 54.60 | - |
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