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RIRGX vs SBFIX
RIRGX vs SBFIX Comparison
Open Charts RIRGX vs SBFIX
American Funds Capital Income Bldr R6
Price$76.32
Change-$0.59 (-0.77%)
VolumeN/A
Net Assets115.31B
Federated Hermes Global Allocation IS
Price$21.73
Change-$0.08 (-0.37%)
VolumeN/A
Net Assets274.83M
RIRGX vs SBFIX Comparison Chart in %
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RIRGX vs. SBFIX commentary
Aug 02, 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 RIRGX is a Buy and SBFIX is a Buy.
FUNDAMENTALS
Fundamentals
RIRGX has more cash in the bank: 115B vs. SBFIX (275M). RIRGX pays higher dividends than SBFIX: RIRGX (3.30) vs SBFIX (2.30). RIRGX was incepted earlier than SBFIX: RIRGX (16 years) vs SBFIX (16 years). SBFIX (1.17) is less costly to investors than RIRGX (0.27). SBFIX is a more actively managed with annual turnover of: 102.00 vs. RIRGX (56.00). RIRGX has a lower initial minimum investment than SBFIX: RIRGX (250) vs SBFIX (1000000). RIRGX annual gain was more profitable for investors over the last year : 11.30 vs. SBFIX (10.56). RIRGX return over 5 years is better than : 49.67 vs. SBFIX (18.51).
| RIRGX | SBFIX | RIRGX / SBFIX | |
| Total Expense Ratio | 0.27 | 0.86 | 31% |
| Annual Report Gross Expense Ratio | 0.27 | 1.17 | 23% |
| Fund Existence | 16 years | 16 years | - |
| Gain YTD | 12.295 | 8.716 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 275M | 41,818% |
| Annual Yield % from dividends | 3.30 | 2.30 | 143% |
| Returns for 1 year | 11.30 | 10.56 | 107% |
| Returns for 3 years | 30.55 | 27.86 | 110% |
| Returns for 5 years | 49.67 | 18.51 | 268% |
| Returns for 10 years | 51.85 | 36.99 | 140% |
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