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FSTBX vs RIRCX
FSTBX vs RIRCX Comparison
Open Charts FSTBX vs RIRCX
Federated Hermes Global Allocation A
Price$21.40
Change+$0.15 (+0.71%)
VolumeN/A
Net Assets272.88M
American Funds Capital Income Bldr R3
Price$75.87
Change+$0.53 (+0.70%)
VolumeN/A
Net Assets113.9B
FSTBX vs RIRCX Comparison Chart in %
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FSTBX vs. RIRCX commentary
Jun 27, 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 RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 114B vs. FSTBX (273M). RIRCX pays higher dividends than FSTBX: RIRCX (2.74) vs FSTBX (1.98). FSTBX was incepted earlier than RIRCX: FSTBX (57 years) vs RIRCX (23 years). FSTBX (1.44) is less costly to investors than RIRCX (0.91). FSTBX is a more actively managed with annual turnover of: 102.00 vs. RIRCX (56.00). RIRCX has a lower initial minimum investment than FSTBX: RIRCX (250) vs FSTBX (1500). RIRCX annual gain was more profitable for investors over the last year : 14.46 vs. FSTBX (10.38). RIRCX return over 5 years is better than : 49.73 vs. FSTBX (20.39).
| FSTBX | RIRCX | FSTBX / RIRCX | |
| Total Expense Ratio | 1.15 | 0.91 | 126% |
| Annual Report Gross Expense Ratio | 1.44 | 0.91 | 158% |
| Fund Existence | 57 years | 23 years | - |
| Gain YTD | 6.567 | 11.171 | 59% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 273M | 114B | 0% |
| Annual Yield % from dividends | 1.98 | 2.74 | 72% |
| Returns for 1 year | 10.38 | 14.46 | 72% |
| Returns for 3 years | 27.95 | 29.64 | 94% |
| Returns for 5 years | 20.39 | 49.73 | 41% |
| Returns for 10 years | 31.54 | 48.17 | 65% |
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