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FSTBX vs RIRBX
FSTBX vs RIRBX Comparison
Open Charts FSTBX vs RIRBX
Federated Hermes Global Allocation A
Price$20.15
Change+$0.08 (+0.40%)
VolumeN/A
Net Assets265.27M
American Funds Capital Income Bldr R2
Price$72.36
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets109.37B
FSTBX vs RIRBX Comparison Chart
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FSTBX vs. RIRBX commentary
Apr 04, 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 Hold and RIRBX is a Buy.
FUNDAMENTALS
Fundamentals
RIRBX has more cash in the bank: 109B vs. FSTBX (265M). RIRBX pays higher dividends than FSTBX: RIRBX (2.41) vs FSTBX (2.06). FSTBX was incepted earlier than RIRBX: FSTBX (56 years) vs RIRBX (23 years). FSTBX (1.44) is less costly to investors than RIRBX (1.36). 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 : 9.31 vs. FSTBX (5.42). RIRBX return over 5 years is better than : 52.52 vs. FSTBX (33.63).
| FSTBX | RIRBX | FSTBX / RIRBX | |
| Total Expense Ratio | 1.15 | 1.36 | 85% |
| Annual Report Gross Expense Ratio | 1.44 | 1.36 | 106% |
| Fund Existence | 56 years | 23 years | - |
| Gain YTD | 0.524 | 5.279 | 10% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265M | 109B | 0% |
| Annual Yield % from dividends | 2.06 | 2.41 | 86% |
| Returns for 1 year | 5.42 | 9.31 | 58% |
| Returns for 3 years | 7.95 | 11.67 | 68% |
| Returns for 5 years | 33.63 | 52.52 | 64% |
| Returns for 10 years | 21.40 | 35.16 | 61% |
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