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RIREX vs SBFIX
RIREX vs SBFIX Comparison
Open Charts RIREX vs SBFIX
American Funds Capital Income Bldr R4
Price$68.11
Change-$0.65 (-0.95%)
VolumeN/A
Net Assets104.37B
Federated Hermes Global Allocation IS
Price$19.32
Change-$0.23 (-1.18%)
VolumeN/A
Net Assets255.52M
RIREX vs SBFIX Comparison Chart
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RIREX 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 RIREX is a Hold and SBFIX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 104B vs. SBFIX (256M). RIREX pays higher dividends than SBFIX: RIREX (3.13) vs SBFIX (2.34). RIREX was incepted earlier than SBFIX: RIREX (23 years) vs SBFIX (16 years). SBFIX (1.17) is less costly to investors than RIREX (0.62). RIREX has a lower initial minimum investment than SBFIX: RIREX (250) vs SBFIX (1000000). RIREX annual gain was more profitable for investors over the last year : 6.20 vs. SBFIX (2.51). RIREX return over 5 years is better than : 40.64 vs. SBFIX (21.73).
| RIREX | SBFIX | RIREX / SBFIX | |
| Total Expense Ratio | 0.62 | 0.86 | 72% |
| Annual Report Gross Expense Ratio | 0.62 | 1.17 | 53% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 0.370 | -3.122 | -12% |
| 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 | 3.13 | 2.34 | 133% |
| Returns for 1 year | 6.20 | 2.51 | 247% |
| Returns for 3 years | 9.19 | 7.21 | 127% |
| Returns for 5 years | 40.64 | 21.73 | 187% |
| Returns for 10 years | 31.34 | 19.16 | 164% |
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