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FSBCX vs RIRFX
FSBCX vs RIRFX Comparison
Open Charts FSBCX vs RIRFX
Federated Hermes Global Allocation C
Price$19.98
Change-$0.17 (-0.84%)
VolumeN/A
Net Assets277.07M
American Funds Capital Income Bldr R5
Price$72.51
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
FSBCX vs RIRFX Comparison Chart
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FSBCX vs. RIRFX commentary
Feb 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 StrongBuy and RIRFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 110B vs. FSBCX (277M). RIRFX pays higher dividends than FSBCX: RIRFX (3.55) vs FSBCX (0.83). FSBCX was incepted earlier than RIRFX: FSBCX (32 years) vs RIRFX (23 years). RIRFX is a more actively managed with annual turnover of: 106.00 vs. FSBCX (98.00). 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 : 12.45 vs. FSBCX (9.19). RIRFX return over 5 years is better than : 36.57 vs. FSBCX (6.25).
| FSBCX | RIRFX | FSBCX / RIRFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 2.937 | 5.133 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 277M | 110B | 0% |
| Annual Yield % from dividends | 0.83 | 3.55 | 23% |
| Returns for 1 year | 9.19 | 12.45 | 74% |
| Returns for 3 years | 9.32 | 17.77 | 52% |
| Returns for 5 years | 6.25 | 36.57 | 17% |
| Returns for 10 years | 15.76 | 49.63 | 32% |