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FSTBX vs RIRBX
FSTBX vs RIRBX Comparison
Open Charts FSTBX vs RIRBX
Federated Hermes Global Allocation A
Price$21.09
Change+$0.08 (+0.38%)
VolumeN/A
Net Assets269.88M
American Funds Capital Income Bldr R2
Price$75.26
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets113.5B
FSTBX vs RIRBX Comparison Chart
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FSTBX vs. RIRBX commentary
Jun 07, 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: 113B vs. FSTBX (270M). RIRBX pays higher dividends than FSTBX: RIRBX (2.33) vs FSTBX (1.98). 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). 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 : 12.19 vs. FSTBX (8.58). RIRBX return over 5 years is better than : 38.97 vs. FSTBX (15.52).
| 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 | 4.815 | 9.499 | 51% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 113B | 0% |
| Annual Yield % from dividends | 1.98 | 2.33 | 85% |
| Returns for 1 year | 8.58 | 12.19 | 70% |
| Returns for 3 years | 18.45 | 19.10 | 97% |
| Returns for 5 years | 15.52 | 38.97 | 40% |
| Returns for 10 years | 29.39 | 41.45 | 71% |
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