Interact to see
Advertisement
Advertisement
FWCBX vs SGHIX
FWCBX vs SGHIX Comparison
Open Charts FWCBX vs SGHIX
American Funds Capital Income Bldr 529F3
Price$76.78
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets116.07B
Saturna Global High Income
Price$11.34
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets11.34M
FWCBX vs SGHIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 116B vs. SGHIX (11.3M). FWCBX pays higher dividends than SGHIX: FWCBX (3.25) vs SGHIX (2.81). FWCBX was incepted earlier than SGHIX: FWCBX (5 years) vs SGHIX (13 years). SGHIX (0.92) is less costly to investors than FWCBX (0.32). FWCBX is a more actively managed with annual turnover of: 56.00 vs. SGHIX (0.00). FWCBX has a lower initial minimum investment than SGHIX: FWCBX (250) vs SGHIX (1000). FWCBX annual gain was more profitable for investors over the last year : 13.24 vs. SGHIX (8.68).
| FWCBX | SGHIX | FWCBX / SGHIX | |
| Total Expense Ratio | 0.32 | 0.75 | 43% |
| Annual Report Gross Expense Ratio | 0.32 | 0.92 | 35% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 12.946 | 10.311 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 11.3M | 1,026,549% |
| Annual Yield % from dividends | 3.25 | 2.81 | 116% |
| Returns for 1 year | 13.24 | 8.68 | 153% |
| Returns for 3 years | 36.30 | 28.47 | 128% |
| Returns for 5 years | N/A | 30.69 | - |
| Returns for 10 years | N/A | 44.08 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement