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FSBCX vs RIRFX
FSBCX vs RIRFX Comparison
Open Charts FSBCX vs RIRFX
Federated Hermes Global Allocation C
Price$21.65
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets279.73M
American Funds Capital Income Bldr R5
Price$79.04
Change-$0.18 (-0.23%)
VolumeN/A
Net Assets119.1B
FSBCX vs RIRFX Comparison Chart in %
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FSBCX vs. RIRFX commentary
Nov 20, 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 Hold and RIRFX is a Hold.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 119B vs. FSBCX (280M). RIRFX pays higher dividends than FSBCX: RIRFX (3.17) vs FSBCX (1.30). FSBCX was incepted earlier than RIRFX: FSBCX (33 years) vs RIRFX (24 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 : 13.37 vs. FSBCX (11.14). RIRFX return over 5 years is better than : 53.46 vs. FSBCX (10.23).
| FSBCX | RIRFX | FSBCX / RIRFX | |
| Total Expense Ratio | 1.95 | 0.31 | 629% |
| Annual Report Gross Expense Ratio | 2.20 | 0.31 | 710% |
| Fund Existence | 33 years | 24 years | - |
| Gain YTD | 12.453 | 16.963 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 280M | 119B | 0% |
| Annual Yield % from dividends | 1.30 | 3.17 | 41% |
| Returns for 1 year | 11.14 | 13.37 | 83% |
| Returns for 3 years | 33.87 | 39.48 | 86% |
| Returns for 5 years | 10.23 | 53.46 | 19% |
| Returns for 10 years | 34.31 | 78.08 | 44% |
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