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FSTBX vs RIRFX
FSTBX vs RIRFX Comparison
Open Charts FSTBX vs RIRFX
Federated Hermes Global Allocation A
Price$21.50
Change+$0.06 (+0.28%)
VolumeN/A
Net Assets274.47M
American Funds Capital Income Bldr R5
Price$76.67
Change+$0.31 (+0.41%)
VolumeN/A
Net Assets115.4B
FSTBX vs RIRFX Comparison Chart in %
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FSTBX vs. RIRFX commentary
Jul 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 Buy and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 115B vs. FSTBX (274M). RIRFX pays higher dividends than FSTBX: RIRFX (3.25) vs FSTBX (2.04). 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). RIRFX annual gain was more profitable for investors over the last year : 12.65 vs. FSTBX (7.91). RIRFX return over 5 years is better than : 55.73 vs. FSTBX (16.43).
| 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 | 7.520 | 12.720 | 59% |
| 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 | 3.25 | 63% |
| Returns for 1 year | 7.91 | 12.65 | 63% |
| Returns for 3 years | 31.20 | 37.90 | 82% |
| Returns for 5 years | 16.43 | 55.73 | 29% |
| Returns for 10 years | 31.51 | 64.84 | 49% |
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