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RIRFX vs SBFIX
RIRFX vs SBFIX Comparison
Open Charts RIRFX vs SBFIX
American Funds Capital Income Bldr R5
Price$69.96
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets106.93B
Federated Hermes Global Allocation IS
Price$20.53
Change+$0.10 (+0.49%)
VolumeN/A
Net Assets274.95M
RIRFX vs SBFIX Comparison Chart
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RIRFX vs. SBFIX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 107B vs. SBFIX (275M). 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). SBFIX annual gain was more profitable for investors over the last year : 12.33 vs. RIRFX (11.02). RIRFX return over 5 years is better than : 31.07 vs. SBFIX (10.27).
| 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 | 1.435 | 1.233 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 275M | 38,909% |
| Annual Yield % from dividends | 3.55 | 1.78 | 200% |
| Returns for 1 year | 11.02 | 12.33 | 89% |
| Returns for 3 years | 11.17 | 7.38 | 151% |
| Returns for 5 years | 31.07 | 10.27 | 303% |
| Returns for 10 years | 47.95 | 30.88 | 155% |
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