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RIRCX vs SBFIX
RIRCX vs SBFIX Comparison
Open Charts RIRCX vs SBFIX
American Funds Capital Income Bldr R3
Price$68.15
Change-$0.66 (-0.96%)
VolumeN/A
Net Assets104.37B
Federated Hermes Global Allocation IS
Price$19.32
Change-$0.23 (-1.18%)
VolumeN/A
Net Assets255.52M
RIRCX vs SBFIX Comparison Chart
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RIRCX vs. SBFIX commentary
Apr 11, 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 RIRCX is a Hold and SBFIX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 104B vs. SBFIX (256M). RIRCX pays higher dividends than SBFIX: RIRCX (2.84) vs SBFIX (2.34). RIRCX was incepted earlier than SBFIX: RIRCX (23 years) vs SBFIX (16 years). SBFIX (1.17) is less costly to investors than RIRCX (0.91). RIRCX has a lower initial minimum investment than SBFIX: RIRCX (250) vs SBFIX (1000000). RIRCX annual gain was more profitable for investors over the last year : 5.88 vs. SBFIX (2.51). RIRCX return over 5 years is better than : 39.11 vs. SBFIX (21.73).
| RIRCX | SBFIX | RIRCX / SBFIX | |
| Total Expense Ratio | 0.91 | 0.86 | 106% |
| Annual Report Gross Expense Ratio | 0.91 | 1.17 | 78% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 0.283 | -3.122 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104B | 256M | 40,625% |
| Annual Yield % from dividends | 2.84 | 2.34 | 121% |
| Returns for 1 year | 5.88 | 2.51 | 235% |
| Returns for 3 years | 8.41 | 7.21 | 117% |
| Returns for 5 years | 39.11 | 21.73 | 180% |
| Returns for 10 years | 29.67 | 19.16 | 155% |
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