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FSTBX vs RIRFX
FSTBX vs RIRFX Comparison
Open Charts FSTBX vs RIRFX
Federated Hermes Global Allocation A
Price$19.68
Change-$0.47 (-2.33%)
VolumeN/A
Net Assets266.17M
American Funds Capital Income Bldr R5
Price$71.09
Change-$1.20 (-1.66%)
VolumeN/A
Net Assets109.78B
FSTBX vs RIRFX Comparison Chart
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FSTBX vs. RIRFX commentary
Apr 04, 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 Hold and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 110B vs. FSTBX (266M). RIRFX pays higher dividends than FSTBX: RIRFX (3.42) vs FSTBX (2.06). FSTBX was incepted earlier than RIRFX: FSTBX (56 years) vs RIRFX (23 years). FSTBX (1.44) is less costly to investors than RIRFX (0.31). 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 : 8.67 vs. FSTBX (2.69). RIRFX return over 5 years is better than : 63.74 vs. FSTBX (30.52).
| FSTBX | RIRFX | FSTBX / RIRFX | |
| Total Expense Ratio | 1.15 | 0.31 | 371% |
| Annual Report Gross Expense Ratio | 1.44 | 0.31 | 465% |
| Fund Existence | 56 years | 23 years | - |
| Gain YTD | -1.820 | 3.804 | -48% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266M | 110B | 0% |
| Annual Yield % from dividends | 2.06 | 3.42 | 60% |
| Returns for 1 year | 2.69 | 8.67 | 31% |
| Returns for 3 years | 5.16 | 15.04 | 34% |
| Returns for 5 years | 30.52 | 63.74 | 48% |
| Returns for 10 years | 18.20 | 50.53 | 36% |
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