Interact to see
Advertisement
Advertisement
FSBCX vs RIRFX
FSBCX vs RIRFX Comparison
Open Charts FSBCX vs RIRFX
Federated Hermes Global Allocation C
Price$21.00
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets278.23M
American Funds Capital Income Bldr R5
Price$77.72
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets117.32B
FSBCX vs RIRFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSBCX vs. RIRFX commentary
Jul 27, 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 RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 117B vs. FSBCX (278M). RIRFX pays higher dividends than FSBCX: RIRFX (3.25) vs FSBCX (1.38). FSBCX was incepted earlier than RIRFX: FSBCX (32 years) vs RIRFX (23 years). FSBCX (2.20) is less costly to investors than RIRFX (0.31). FSBCX is a more actively managed with annual turnover of: 102.00 vs. RIRFX (56.00). RIRFX has a lower initial minimum investment than FSBCX: RIRFX (250) vs FSBCX (1500). RIRFX annual gain was more profitable for investors over the last year : 15.30 vs. FSBCX (12.08). RIRFX return over 5 years is better than : 58.32 vs. FSBCX (13.21).
| FSBCX | RIRFX | FSBCX / RIRFX | |
| Total Expense Ratio | 1.95 | 0.31 | 629% |
| Annual Report Gross Expense Ratio | 2.20 | 0.31 | 710% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 8.835 | 14.263 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 278M | 117B | 0% |
| Annual Yield % from dividends | 1.38 | 3.25 | 42% |
| Returns for 1 year | 12.08 | 15.30 | 79% |
| Returns for 3 years | 28.35 | 37.50 | 76% |
| Returns for 5 years | 13.21 | 58.32 | 23% |
| Returns for 10 years | 26.29 | 69.22 | 38% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement