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FSTBX vs RIRFX
FSTBX vs RIRFX Comparison
Open Charts FSTBX vs RIRFX
Federated Hermes Global Allocation A
Price$20.75
Change-$0.17 (-0.81%)
VolumeN/A
Net Assets277.07M
American Funds Capital Income Bldr R5
Price$72.51
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
FSTBX vs RIRFX Comparison Chart
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FSTBX vs. RIRFX commentary
Feb 23, 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: 110B vs. FSTBX (277M). RIRFX pays higher dividends than FSTBX: RIRFX (3.55) vs FSTBX (1.51). FSTBX was incepted earlier than RIRFX: FSTBX (56 years) vs RIRFX (23 years). RIRFX is a more actively managed with annual turnover of: 106.00 vs. FSTBX (98.00). 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 : 12.45 vs. FSTBX (10.05). RIRFX return over 5 years is better than : 36.57 vs. FSTBX (11.03).
| FSTBX | RIRFX | FSTBX / RIRFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 56 years | 23 years | - |
| Gain YTD | 3.080 | 5.133 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 277M | 110B | 0% |
| Annual Yield % from dividends | 1.51 | 3.55 | 43% |
| Returns for 1 year | 10.05 | 12.45 | 81% |
| Returns for 3 years | 11.95 | 17.77 | 67% |
| Returns for 5 years | 11.03 | 36.57 | 30% |
| Returns for 10 years | 24.17 | 49.63 | 49% |