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FSBCX vs RIRFX
FSBCX vs RIRFX Comparison
Open Charts FSBCX vs RIRFX
Federated Hermes Global Allocation C
Price$20.84
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets277.47M
American Funds Capital Income Bldr R5
Price$77.02
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
FSBCX vs RIRFX Comparison Chart in %
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FSBCX vs. RIRFX commentary
Jul 06, 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: 116B vs. FSBCX (277M). RIRFX pays higher dividends than FSBCX: RIRFX (3.25) vs FSBCX (1.38). 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 : 16.08 vs. FSBCX (10.58). RIRFX return over 5 years is better than : 58.51 vs. FSBCX (14.83).
| 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 | 8.006 | 13.234 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 277M | 116B | 0% |
| Annual Yield % from dividends | 1.38 | 3.25 | 42% |
| Returns for 1 year | 10.58 | 16.08 | 66% |
| Returns for 3 years | 27.83 | 36.57 | 76% |
| Returns for 5 years | 14.83 | 58.51 | 25% |
| Returns for 10 years | 25.19 | 69.04 | 36% |
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