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FWCBX vs SGIIX
FWCBX vs SGIIX Comparison
Open Charts FWCBX vs SGIIX
American Funds Capital Income Bldr 529F3
Price$76.62
Change+$0.30 (+0.39%)
VolumeN/A
Net Assets115.86B
First Eagle Global I
Price$77.47
Change+$0.23 (+0.30%)
VolumeN/A
Net Assets62.23B
FWCBX vs SGIIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 116B vs. SGIIX (62.2B). FWCBX pays higher dividends than SGIIX: FWCBX (3.25) vs SGIIX (2.22). 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 annual gain was more profitable for investors over the last year : 12.63 vs. SGIIX (11.75).
| 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 | 12.711 | 14.582 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 62.2B | 186% |
| Annual Yield % from dividends | 3.25 | 2.22 | 146% |
| Returns for 1 year | 12.63 | 11.75 | 108% |
| Returns for 3 years | 37.84 | 40.73 | 93% |
| Returns for 5 years | N/A | 48.58 | - |
| Returns for 10 years | N/A | 57.56 | - |
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