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RIRFX vs SBFIX
RIRFX vs SBFIX Comparison
Open Charts RIRFX vs SBFIX
American Funds Capital Income Bldr R5
Price$72.51
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
RIRFX vs SBFIX Comparison Chart
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RIRFX 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 RIRFX is a StrongBuy and SBFIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 110B vs. SBFIX (277M). RIRFX pays higher dividends than SBFIX: RIRFX (3.55) vs SBFIX (1.78). RIRFX was incepted earlier than SBFIX: RIRFX (23 years) vs SBFIX (16 years). RIRFX is a more actively managed with annual turnover of: 106.00 vs. SBFIX (98.00). 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 : 12.45 vs. SBFIX (10.40). RIRFX return over 5 years is better than : 36.57 vs. SBFIX (12.75).
| RIRFX | SBFIX | RIRFX / 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 | 5.133 | 3.107 | 165% |
| 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 | 3.55 | 1.78 | 200% |
| Returns for 1 year | 12.45 | 10.40 | 120% |
| Returns for 3 years | 17.77 | 12.92 | 138% |
| Returns for 5 years | 36.57 | 12.75 | 287% |
| Returns for 10 years | 49.63 | 27.31 | 182% |
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