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FSBCX vs RIRBX
FSBCX vs RIRBX Comparison
Open Charts FSBCX vs RIRBX
Federated Hermes Global Allocation C
Price$20.29
Change-$0.17 (-0.83%)
VolumeN/A
Net Assets270.57M
American Funds Capital Income Bldr R2
Price$75.29
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets113.85B
FSBCX vs RIRBX Comparison Chart
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FSBCX vs. RIRBX commentary
Jun 15, 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 FSBCX is a Buy and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 114B vs. FSBCX (271M). RIRBX pays higher dividends than FSBCX: RIRBX (2.33) vs FSBCX (1.30). FSBCX was incepted earlier than RIRBX: FSBCX (32 years) vs RIRBX (23 years). FSBCX (2.20) is less costly to investors than RIRBX (1.36). FSBCX is a more actively managed with annual turnover of: 102.00 vs. RIRBX (56.00). RIRBX has a lower initial minimum investment than FSBCX: RIRBX (250) vs FSBCX (1500). RIRBX annual gain was more profitable for investors over the last year : 13.05 vs. FSBCX (8.00). RIRBX return over 5 years is better than : 44.33 vs. FSBCX (13.76).
| FSBCX | RIRBX | FSBCX / RIRBX | |
| Total Expense Ratio | 1.95 | 1.36 | 143% |
| Annual Report Gross Expense Ratio | 2.20 | 1.36 | 162% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 4.786 | 10.019 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 114B | 0% |
| Annual Yield % from dividends | 1.30 | 2.33 | 56% |
| Returns for 1 year | 8.00 | 13.05 | 61% |
| Returns for 3 years | 24.99 | 29.77 | 84% |
| Returns for 5 years | 13.76 | 44.33 | 31% |
| Returns for 10 years | 20.04 | 41.34 | 48% |
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