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FSTBX vs RIRFX
FSTBX vs RIRFX Comparison
Open Charts FSTBX vs RIRFX
Federated Hermes Global Allocation A
Price$22.54
Change-$0.12 (-0.53%)
VolumeN/A
Net Assets285.75M
American Funds Capital Income Bldr R5
Price$79.54
Change-$0.09 (-0.11%)
VolumeN/A
Net Assets120.2B
FSTBX vs RIRFX Comparison Chart in %
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FSTBX vs. RIRFX commentary
Oct 08, 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: 120B vs. FSTBX (286M). RIRFX pays higher dividends than FSTBX: RIRFX (3.17) vs FSTBX (1.97). 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 (12.92) and RIRFX (12.65) have marching annual gain over last year. RIRFX return over 5 years is better than : 59.77 vs. FSTBX (19.67).
| 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 | 14.096 | 17.703 | 80% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 286M | 120B | 0% |
| Annual Yield % from dividends | 1.97 | 3.17 | 62% |
| Returns for 1 year | 12.92 | 12.65 | 102% |
| Returns for 3 years | 46.37 | 52.72 | 88% |
| Returns for 5 years | 19.67 | 59.77 | 33% |
| Returns for 10 years | 46.75 | 79.14 | 59% |
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