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RIRFX vs SBFIX
RIRFX vs SBFIX Comparison
Open Charts RIRFX vs SBFIX
American Funds Capital Income Bldr R5
Price$68.14
Change-$0.65 (-0.94%)
VolumeN/A
Net Assets104.37B
Federated Hermes Global Allocation IS
Price$19.32
Change-$0.23 (-1.18%)
VolumeN/A
Net Assets255.52M
RIRFX vs SBFIX Comparison Chart
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RIRFX 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 RIRFX is a Hold and SBFIX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 104B vs. SBFIX (256M). RIRFX pays higher dividends than SBFIX: RIRFX (3.42) vs SBFIX (2.34). RIRFX was incepted earlier than SBFIX: RIRFX (23 years) vs SBFIX (16 years). SBFIX (1.17) is less costly to investors than RIRFX (0.31). RIRFX has a lower initial minimum investment than SBFIX: RIRFX (250) vs SBFIX (1000000). RIRFX annual gain was more profitable for investors over the last year : 6.51 vs. SBFIX (2.51). RIRFX return over 5 years is better than : 49.37 vs. SBFIX (21.73).
| RIRFX | SBFIX | RIRFX / SBFIX | |
| Total Expense Ratio | 0.31 | 0.86 | 36% |
| Annual Report Gross Expense Ratio | 0.31 | 1.17 | 26% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 0.445 | -3.122 | -14% |
| 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 | 3.42 | 2.34 | 146% |
| Returns for 1 year | 6.51 | 2.51 | 259% |
| Returns for 3 years | 12.48 | 7.21 | 173% |
| Returns for 5 years | 49.37 | 21.73 | 227% |
| Returns for 10 years | 45.04 | 19.16 | 235% |
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