Interact to see
Advertisement
Advertisement
FSTBX vs RIRFX
FSTBX vs RIRFX Comparison
Open Charts FSTBX vs RIRFX
Federated Hermes Global Allocation A
Price$22.45
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets283.92M
American Funds Capital Income Bldr R5
Price$79.11
Change-$0.06 (-0.08%)
VolumeN/A
Net Assets119.04B
FSTBX vs RIRFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSTBX vs. RIRFX commentary
Sep 17, 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 RIRFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 119B vs. FSTBX (284M). RIRFX pays higher dividends than FSTBX: RIRFX (3.17) vs FSTBX (1.99). FSTBX was incepted earlier than RIRFX: FSTBX (57 years) vs RIRFX (23 years). FSTBX (1.44) is less costly to investors than RIRFX (0.31). FSTBX is a more actively managed with annual turnover of: 102.00 vs. RIRFX (56.00). RIRFX has a lower initial minimum investment than FSTBX: RIRFX (250) vs FSTBX (1500). FSTBX (12.31) and RIRFX (12.02) have marching annual gain over last year. RIRFX return over 5 years is better than : 59.28 vs. FSTBX (19.48).
| FSTBX | RIRFX | FSTBX / RIRFX | |
| Total Expense Ratio | 1.15 | 0.31 | 371% |
| Annual Report Gross Expense Ratio | 1.44 | 0.31 | 465% |
| Fund Existence | 57 years | 23 years | - |
| Gain YTD | 13.038 | 17.067 | 76% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 284M | 119B | 0% |
| Annual Yield % from dividends | 1.99 | 3.17 | 63% |
| Returns for 1 year | 12.31 | 12.02 | 102% |
| Returns for 3 years | 38.74 | 43.63 | 89% |
| Returns for 5 years | 19.48 | 59.28 | 33% |
| Returns for 10 years | 46.25 | 83.41 | 55% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers