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RIRCX vs SBFIX
RIRCX vs SBFIX Comparison
Open Charts RIRCX vs SBFIX
American Funds Capital Income Bldr R3
Price$72.48
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
Federated Hermes Global Allocation IS
Price$20.91
Change-$0.18 (-0.85%)
VolumeN/A
Net Assets277.07M
RIRCX vs SBFIX Comparison Chart
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RIRCX vs. SBFIX 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 RIRCX is a StrongBuy and SBFIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 110B vs. SBFIX (277M). RIRCX pays higher dividends than SBFIX: RIRCX (2.97) vs SBFIX (1.78). RIRCX was incepted earlier than SBFIX: RIRCX (23 years) vs SBFIX (16 years). RIRCX is a more actively managed with annual turnover of: 106.00 vs. SBFIX (98.00). 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 : 11.78 vs. SBFIX (10.40). RIRCX return over 5 years is better than : 26.43 vs. SBFIX (12.75).
| RIRCX | SBFIX | RIRCX / SBFIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 5.043 | 3.107 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 277M | 39,711% |
| Annual Yield % from dividends | 2.97 | 1.78 | 168% |
| Returns for 1 year | 11.78 | 10.40 | 113% |
| Returns for 3 years | 13.04 | 12.92 | 101% |
| Returns for 5 years | 26.43 | 12.75 | 207% |
| Returns for 10 years | 33.97 | 27.31 | 124% |
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