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FSTBX vs RIRFX
FSTBX vs RIRFX Comparison
Open Charts FSTBX vs RIRFX
Federated Hermes Global Allocation A
Price$21.40
Change+$0.15 (+0.71%)
VolumeN/A
Net Assets272.88M
American Funds Capital Income Bldr R5
Price$75.84
Change+$0.54 (+0.72%)
VolumeN/A
Net Assets113.9B
FSTBX vs RIRFX Comparison Chart in %
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FSTBX vs. RIRFX 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 RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 114B vs. FSTBX (273M). RIRFX pays higher dividends than FSTBX: RIRFX (3.30) vs FSTBX (1.98). 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 : 15.15 vs. FSTBX (10.38). RIRFX return over 5 years is better than : 59.86 vs. FSTBX (20.39).
| 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 | 6.567 | 11.499 | 57% |
| 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 | 3.30 | 60% |
| Returns for 1 year | 10.38 | 15.15 | 68% |
| Returns for 3 years | 27.95 | 33.92 | 82% |
| Returns for 5 years | 20.39 | 59.86 | 34% |
| Returns for 10 years | 31.54 | 65.99 | 48% |
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