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FSTBX vs RIRFX
FSTBX vs RIRFX Comparison
Open Charts FSTBX vs RIRFX
Federated Hermes Global Allocation A
Price$20.37
Change+$0.09 (+0.44%)
VolumeN/A
Net Assets274.95M
American Funds Capital Income Bldr R5
Price$69.96
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets106.93B
FSTBX vs RIRFX Comparison Chart
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FSTBX vs. RIRFX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 107B vs. FSTBX (275M). 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). FSTBX annual gain was more profitable for investors over the last year : 11.99 vs. RIRFX (11.02). RIRFX return over 5 years is better than : 31.07 vs. FSTBX (8.51).
| 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 | 1.192 | 1.435 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275M | 107B | 0% |
| Annual Yield % from dividends | 1.51 | 3.55 | 43% |
| Returns for 1 year | 11.99 | 11.02 | 109% |
| Returns for 3 years | 6.36 | 11.17 | 57% |
| Returns for 5 years | 8.51 | 31.07 | 27% |
| Returns for 10 years | 27.59 | 47.95 | 58% |
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