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FSBCX vs RIRFX
FSBCX vs RIRFX Comparison
Open Charts FSBCX vs RIRFX
Federated Hermes Global Allocation C
Price$18.68
Change+$0.20 (+1.08%)
VolumeN/A
Net Assets252.55M
American Funds Capital Income Bldr R5
Price$69.11
Change+$0.97 (+1.42%)
VolumeN/A
Net Assets103.34B
FSBCX vs RIRFX Comparison Chart
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FSBCX vs. RIRFX commentary
Apr 12, 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: 103B vs. FSBCX (253M). RIRFX pays higher dividends than FSBCX: RIRFX (3.42) vs FSBCX (1.35). 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). 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 : 6.96 vs. FSBCX (-0.01). RIRFX return over 5 years is better than : 50.07 vs. FSBCX (13.41).
| 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 | -4.561 | 0.913 | -500% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253M | 103B | 0% |
| Annual Yield % from dividends | 1.35 | 3.42 | 39% |
| Returns for 1 year | -0.01 | 6.96 | -0% |
| Returns for 3 years | 2.80 | 13.20 | 21% |
| Returns for 5 years | 13.41 | 50.07 | 27% |
| Returns for 10 years | 6.98 | 45.16 | 15% |
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