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FSTBX vs RIRFX
FSTBX vs RIRFX Comparison
Open Charts FSTBX vs RIRFX
Federated Hermes Global Allocation A
Price$22.49
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets279.73M
American Funds Capital Income Bldr R5
Price$79.04
Change-$0.18 (-0.23%)
VolumeN/A
Net Assets119.1B
FSTBX vs RIRFX Comparison Chart in %
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FSTBX vs. RIRFX commentary
Nov 20, 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: 119B vs. FSTBX (280M). RIRFX pays higher dividends than FSTBX: RIRFX (3.17) vs FSTBX (1.95). FSTBX was incepted earlier than RIRFX: FSTBX (57 years) vs RIRFX (24 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 : 13.37 vs. FSTBX (12.02). RIRFX return over 5 years is better than : 53.46 vs. FSTBX (15.15).
| 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 | 24 years | - |
| Gain YTD | 13.240 | 16.963 | 78% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 280M | 119B | 0% |
| Annual Yield % from dividends | 1.95 | 3.17 | 62% |
| Returns for 1 year | 12.02 | 13.37 | 90% |
| Returns for 3 years | 37.00 | 39.48 | 94% |
| Returns for 5 years | 15.15 | 53.46 | 28% |
| Returns for 10 years | 44.02 | 78.08 | 56% |
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