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FSBCX vs RIRBX
FSBCX vs RIRBX Comparison
Open Charts FSBCX vs RIRBX
Federated Hermes Global Allocation C
Price$19.93
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets271.23M
American Funds Capital Income Bldr R2
Price$73.78
Change-$0.06 (-0.08%)
VolumeN/A
Net Assets112.41B
FSBCX vs RIRBX Comparison Chart
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FSBCX vs. RIRBX commentary
May 23, 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: 112B vs. FSBCX (271M). RIRBX pays higher dividends than FSBCX: RIRBX (2.40) vs FSBCX (1.34). 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 : 9.61 vs. FSBCX (6.19). RIRBX return over 5 years is better than : 46.34 vs. FSBCX (16.62).
| 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 | 2.979 | 7.433 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 112B | 0% |
| Annual Yield % from dividends | 1.34 | 2.40 | 56% |
| Returns for 1 year | 6.19 | 9.61 | 64% |
| Returns for 3 years | 18.52 | 20.81 | 89% |
| Returns for 5 years | 16.62 | 46.34 | 36% |
| Returns for 10 years | 15.12 | 34.51 | 44% |
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