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RCEEX vs SBFIX
RCEEX vs SBFIX Comparison
Open Charts RCEEX vs SBFIX
American Funds Capital Income Bldr R2E
Price$78.67
Change-$0.07 (-0.09%)
VolumeN/A
Net Assets119.04B
Federated Hermes Global Allocation IS
Price$22.59
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets283.92M
RCEEX vs SBFIX Comparison Chart in %
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RCEEX vs. SBFIX commentary
Sep 18, 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 StrongBuy and SBFIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RCEEX has more cash in the bank: 119B vs. SBFIX (284M). RCEEX pays higher dividends than SBFIX: RCEEX (2.51) vs SBFIX (2.25). 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). SBFIX annual gain was more profitable for investors over the last year : 12.65 vs. RCEEX (11.26). RCEEX return over 5 years is better than : 49.95 vs. SBFIX (21.93).
| 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 | 16.342 | 13.235 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 284M | 41,901% |
| Annual Yield % from dividends | 2.51 | 2.25 | 112% |
| Returns for 1 year | 11.26 | 12.65 | 89% |
| Returns for 3 years | 38.89 | 39.95 | 97% |
| Returns for 5 years | 49.95 | 21.93 | 228% |
| Returns for 10 years | 61.63 | 49.92 | 123% |
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