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RCEEX vs SBFIX
RCEEX vs SBFIX Comparison
Open Charts RCEEX vs SBFIX
American Funds Capital Income Bldr R2E
Price$71.09
Change+$0.73 (+1.04%)
VolumeN/A
Net Assets107.13B
Federated Hermes Global Allocation IS
Price$20.16
Change+$0.24 (+1.20%)
VolumeN/A
Net Assets258.85M
RCEEX vs SBFIX Comparison Chart
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RCEEX vs. SBFIX commentary
Apr 25, 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: 107B vs. SBFIX (259M). RCEEX pays higher dividends than SBFIX: RCEEX (2.71) vs SBFIX (2.34). 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). 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 : 10.17 vs. SBFIX (6.02). RCEEX return over 5 years is better than : 44.26 vs. SBFIX (22.58).
| 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 | 4.114 | -1.289 | -319% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 259M | 41,313% |
| Annual Yield % from dividends | 2.71 | 2.34 | 116% |
| Returns for 1 year | 10.17 | 6.02 | 169% |
| Returns for 3 years | 14.16 | 11.84 | 120% |
| Returns for 5 years | 44.26 | 22.58 | 196% |
| Returns for 10 years | 31.19 | 20.16 | 155% |