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FSTBX vs RIRFX
FSTBX vs RIRFX Comparison
Open Charts FSTBX vs RIRFX
Federated Hermes Global Allocation A
Price$20.01
Change+$0.24 (+1.21%)
VolumeN/A
Net Assets258.85M
American Funds Capital Income Bldr R5
Price$71.47
Change+$0.73 (+1.03%)
VolumeN/A
Net Assets107.13B
FSTBX vs RIRFX Comparison Chart
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FSTBX vs. RIRFX commentary
Apr 25, 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: 107B vs. FSTBX (259M). 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 : 11.01 vs. FSTBX (5.70). RIRFX return over 5 years is better than : 55.84 vs. FSTBX (20.70).
| 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 | -1.371 | 4.359 | -31% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259M | 107B | 0% |
| Annual Yield % from dividends | 2.06 | 3.42 | 60% |
| Returns for 1 year | 5.70 | 11.01 | 52% |
| Returns for 3 years | 10.87 | 18.91 | 57% |
| Returns for 5 years | 20.70 | 55.84 | 37% |
| Returns for 10 years | 17.14 | 48.19 | 36% |
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