Interact to see
Advertisement
Advertisement
FSTBX vs RIRBX
FSTBX vs RIRBX Comparison
Open Charts FSTBX vs RIRBX
Federated Hermes Global Allocation A
Price$21.80
Change+$0.06 (+0.28%)
VolumeN/A
Net Assets276.8M
American Funds Capital Income Bldr R2
Price$77.49
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets116.75B
FSTBX vs RIRBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSTBX vs. RIRBX commentary
Aug 10, 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 FSTBX is a StrongBuy and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 117B vs. FSTBX (277M). RIRBX pays higher dividends than FSTBX: RIRBX (2.28) vs FSTBX (2.04). FSTBX was incepted earlier than RIRBX: FSTBX (57 years) vs RIRBX (23 years). FSTBX (1.44) is less costly to investors than RIRBX (1.36). FSTBX is a more actively managed with annual turnover of: 102.00 vs. RIRBX (56.00). RIRBX has a lower initial minimum investment than FSTBX: RIRBX (250) vs FSTBX (1500). FSTBX (13.68) and RIRBX (13.64) have marching annual gain over last year. RIRBX return over 5 years is better than : 43.80 vs. FSTBX (15.58).
| FSTBX | RIRBX | FSTBX / RIRBX | |
| Total Expense Ratio | 1.15 | 1.36 | 85% |
| Annual Report Gross Expense Ratio | 1.44 | 1.36 | 106% |
| Fund Existence | 57 years | 23 years | - |
| Gain YTD | 9.025 | 13.233 | 68% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 277M | 117B | 0% |
| Annual Yield % from dividends | 2.04 | 2.28 | 89% |
| Returns for 1 year | 13.68 | 13.64 | 100% |
| Returns for 3 years | 27.92 | 28.94 | 96% |
| Returns for 5 years | 15.58 | 43.80 | 36% |
| Returns for 10 years | 35.38 | 47.17 | 75% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement