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RCEEX vs SBFIX
RCEEX vs SBFIX Comparison
Open Charts RCEEX vs SBFIX
American Funds Capital Income Bldr R2E
Price$74.85
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets113.5B
Federated Hermes Global Allocation IS
Price$21.26
Change+$0.09 (+0.43%)
VolumeN/A
Net Assets269.88M
RCEEX vs SBFIX Comparison Chart
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RCEEX vs. SBFIX commentary
Jun 07, 2025
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 Buy.
FUNDAMENTALS
Fundamentals
RCEEX has more cash in the bank: 113B vs. SBFIX (270M). RCEEX pays higher dividends than SBFIX: RCEEX (2.62) vs SBFIX (2.24). RCEEX was incepted earlier than SBFIX: RCEEX (11 years) vs SBFIX (16 years). SBFIX (1.17) is less costly to investors than RCEEX (1.07). SBFIX is a more actively managed with annual turnover of: 102.00 vs. RCEEX (56.00). RCEEX has a lower initial minimum investment than SBFIX: RCEEX (250) vs SBFIX (1000000). RCEEX annual gain was more profitable for investors over the last year : 12.49 vs. SBFIX (8.83). RCEEX return over 5 years is better than : 40.39 vs. SBFIX (17.33).
| RCEEX | SBFIX | RCEEX / SBFIX | |
| Total Expense Ratio | 1.07 | 0.86 | 124% |
| Annual Report Gross Expense Ratio | 1.07 | 1.17 | 91% |
| Fund Existence | 11 years | 16 years | - |
| Gain YTD | 9.621 | 4.905 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 270M | 41,852% |
| Annual Yield % from dividends | 2.62 | 2.24 | 117% |
| Returns for 1 year | 12.49 | 8.83 | 141% |
| Returns for 3 years | 19.91 | 19.42 | 103% |
| Returns for 5 years | 40.39 | 17.33 | 233% |
| Returns for 10 years | 42.80 | 32.63 | 131% |