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RCEEX vs SBFIX
RCEEX vs SBFIX Comparison
Open Charts RCEEX vs SBFIX
American Funds Capital Income Bldr R2E
Price$72.82
Change-$0.08 (-0.11%)
VolumeN/A
CapitalizationN/A
Federated Hermes Global Allocation IS
Price$20.67
Change-$0.08 (-0.39%)
VolumeN/A
CapitalizationN/A
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RCEEX vs SBFIX Comparison Chart
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RCEEX vs. SBFIX commentary
Sep 21, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RCEEX is a Buy and SBFIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RCEEX has more cash in the bank: 110B vs. SBFIX (284M). RCEEX pays higher dividends than SBFIX: RCEEX (2.85) vs SBFIX (1.78). RCEEX was incepted earlier than SBFIX: RCEEX (10 years) vs SBFIX (15 years). RCEEX is a more actively managed with annual turnover of: 106.00 vs. SBFIX (98.00). RCEEX has a lower initial minimum investment than SBFIX: RCEEX (250) vs SBFIX (1000000). RCEEX (20.68) and SBFIX (20.04) have marching annual gain over last year. RCEEX return over 5 years is better than : 30.67 vs. SBFIX (16.42).
| RCEEX | SBFIX | RCEEX / SBFIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 12.234 | 10.599 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 284M | 38,732% |
| Annual Yield % from dividends | 2.85 | 1.78 | 160% |
| Returns for 1 year | 20.68 | 20.04 | 103% |
| Returns for 3 years | 16.27 | -5.81 | -280% |
| Returns for 5 years | 30.67 | 16.42 | 187% |
| Returns for 10 years | 37.60 | 20.41 | 184% |