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FSBCX vs RIRFX
FSBCX vs RIRFX Comparison
Open Charts FSBCX vs RIRFX
Federated Hermes Global Allocation C
Price$19.94
Change-$0.19 (-0.94%)
VolumeN/A
Net Assets271.23M
American Funds Capital Income Bldr R5
Price$73.86
Change-$0.63 (-0.85%)
VolumeN/A
Net Assets112.41B
FSBCX vs RIRFX Comparison Chart
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FSBCX vs. RIRFX 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 RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 112B vs. FSBCX (271M). RIRFX pays higher dividends than FSBCX: RIRFX (3.41) vs FSBCX (1.34). 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 : 10.75 vs. FSBCX (6.19). RIRFX return over 5 years is better than : 59.72 vs. FSBCX (16.62).
| 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 | 2.979 | 7.848 | 38% |
| 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 | 3.41 | 39% |
| Returns for 1 year | 6.19 | 10.75 | 58% |
| Returns for 3 years | 18.52 | 26.71 | 69% |
| Returns for 5 years | 16.62 | 59.72 | 28% |
| Returns for 10 years | 15.12 | 53.37 | 28% |
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