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FSBCX vs RIRFX
FSBCX vs RIRFX Comparison
Open Charts FSBCX vs RIRFX
Federated Hermes Global Allocation C
Price$19.84
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets277.14M
American Funds Capital Income Bldr R5
Price$70.50
Change-$0.29 (-0.41%)
VolumeN/A
Net Assets108.17B
FSBCX vs RIRFX Comparison Chart
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FSBCX vs. RIRFX commentary
Jan 24, 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: 108B 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). FSBCX (11.19) and RIRFX (11.03) have marching annual gain over last year. RIRFX return over 5 years is better than : 32.83 vs. FSBCX (5.72).
| 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 | 2.215 | 2.218 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 277M | 108B | 0% |
| Annual Yield % from dividends | 0.83 | 3.55 | 23% |
| Returns for 1 year | 11.19 | 11.03 | 101% |
| Returns for 3 years | 7.19 | 13.72 | 52% |
| Returns for 5 years | 5.72 | 32.83 | 17% |
| Returns for 10 years | 18.93 | 47.93 | 39% |
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