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FSTBX vs RIRBX
FSTBX vs RIRBX Comparison
Open Charts FSTBX vs RIRBX
Federated Hermes Global Allocation A
Price$21.50
Change+$0.06 (+0.28%)
VolumeN/A
Net Assets274.47M
American Funds Capital Income Bldr R2
Price$76.71
Change+$0.30 (+0.39%)
VolumeN/A
Net Assets115.4B
FSTBX vs RIRBX Comparison Chart in %
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FSTBX vs. RIRBX commentary
Jul 18, 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 Buy and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 115B vs. FSTBX (274M). 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). RIRBX annual gain was more profitable for investors over the last year : 11.49 vs. FSTBX (7.91). RIRBX return over 5 years is better than : 43.37 vs. FSTBX (16.43).
| 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 | 7.520 | 12.094 | 62% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 274M | 115B | 0% |
| Annual Yield % from dividends | 2.04 | 2.28 | 90% |
| Returns for 1 year | 7.91 | 11.49 | 69% |
| Returns for 3 years | 31.20 | 31.94 | 98% |
| Returns for 5 years | 16.43 | 43.37 | 38% |
| Returns for 10 years | 31.51 | 44.20 | 71% |
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