Ad is loading...
Ad is loading...
FSBCX vs RIRFX
FSBCX vs RIRFX Comparison
Open Charts FSBCX vs RIRFX
Federated Hermes Global Allocation C
Price$19.87
Change+$0.07 (+0.35%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R5
Price$72.74
Change+$0.29 (+0.40%)
VolumeN/A
CapitalizationN/A
FSBCX vs RIRFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSBCX vs. RIRFX commentary
Nov 23, 2024
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: 108B vs. FSBCX (279M). 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). RIRFX annual gain was more profitable for investors over the last year : 18.55 vs. FSBCX (15.99). RIRFX return over 5 years is better than : 38.86 vs. FSBCX (8.01).
| 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 | 10.123 | 12.214 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 108B | 0% |
| Annual Yield % from dividends | 0.83 | 3.55 | 23% |
| Returns for 1 year | 15.99 | 18.55 | 86% |
| Returns for 3 years | -10.43 | 17.43 | -60% |
| Returns for 5 years | 8.01 | 38.86 | 21% |
| Returns for 10 years | 7.38 | 50.44 | 15% |