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FSBCX vs RIRFX
FSBCX vs RIRFX Comparison
Open Charts FSBCX vs RIRFX
Federated Hermes Global Allocation C
Price$21.54
Change-$0.09 (-0.42%)
VolumeN/A
Net Assets283.33M
American Funds Capital Income Bldr R5
Price$78.32
Change-$0.45 (-0.57%)
VolumeN/A
Net Assets118.99B
FSBCX vs RIRFX Comparison Chart in %
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FSBCX vs. RIRFX commentary
Sep 26, 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 Hold.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 119B vs. FSBCX (283M). RIRFX pays higher dividends than FSBCX: RIRFX (3.17) 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). FSBCX (10.70) and RIRFX (10.65) have marching annual gain over last year. RIRFX return over 5 years is better than : 62.10 vs. FSBCX (16.74).
| 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 | 12.349 | 15.898 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 119B | 0% |
| Annual Yield % from dividends | 1.34 | 3.17 | 42% |
| Returns for 1 year | 10.70 | 10.65 | 100% |
| Returns for 3 years | 42.16 | 50.35 | 84% |
| Returns for 5 years | 16.74 | 62.10 | 27% |
| Returns for 10 years | 40.98 | 86.94 | 47% |
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