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FWCBX vs SGIIX
FWCBX vs SGIIX Comparison
Open Charts FWCBX vs SGIIX
American Funds Capital Income Bldr 529F3
Price$75.28
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets113.5B
First Eagle Global I
Price$76.12
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets60.92B
FWCBX vs SGIIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 113B vs. SGIIX (60.9B). FWCBX pays higher dividends than SGIIX: FWCBX (3.30) vs SGIIX (2.30). 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). FWCBX (13.35) and SGIIX (13.02) 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 | 9.985 | 12.921 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 60.9B | 186% |
| Annual Yield % from dividends | 3.30 | 2.30 | 144% |
| Returns for 1 year | 13.35 | 13.02 | 103% |
| Returns for 3 years | 24.85 | 26.20 | 95% |
| Returns for 5 years | N/A | 46.34 | - |
| Returns for 10 years | N/A | 54.64 | - |
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