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FWCBX vs SGIIX
FWCBX vs SGIIX Comparison
Open Charts FWCBX vs SGIIX
American Funds Capital Income Bldr 529F3
Price$77.96
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets117.5B
First Eagle Global I
Price$79.18
Change-$0.16 (-0.20%)
VolumeN/A
Net Assets64.06B
FWCBX vs SGIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 117B vs. SGIIX (64.1B). FWCBX pays higher dividends than SGIIX: FWCBX (3.25) vs SGIIX (2.23). FWCBX was incepted earlier than SGIIX: FWCBX (5 years) vs SGIIX (27 years). SGIIX (0.86) is less costly to investors than FWCBX (0.32). FWCBX is a more actively managed with annual turnover of: 56.00 vs. SGIIX (9.51). FWCBX has a lower initial minimum investment than SGIIX: FWCBX (250) vs SGIIX (1000000). SGIIX (12.23) and FWCBX (11.64) have marching annual gain over last year.
| FWCBX | SGIIX | FWCBX / SGIIX | |
| Total Expense Ratio | 0.32 | 0.86 | 37% |
| Annual Report Gross Expense Ratio | 0.32 | 0.86 | 37% |
| Fund Existence | 5 years | 27 years | - |
| Gain YTD | 14.682 | 17.460 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 64.1B | 183% |
| Annual Yield % from dividends | 3.25 | 2.23 | 146% |
| Returns for 1 year | 11.64 | 12.23 | 95% |
| Returns for 3 years | 34.25 | 37.20 | 92% |
| Returns for 5 years | N/A | 46.75 | - |
| Returns for 10 years | N/A | 69.02 | - |
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