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RIRGX vs SBFIX
RIRGX vs SBFIX Comparison
Open Charts RIRGX vs SBFIX
American Funds Capital Income Bldr R6
Price$68.10
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
RIRGX vs SBFIX Comparison Chart
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RIRGX 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 RIRGX is a Hold and SBFIX is a Buy.
FUNDAMENTALS
Fundamentals
RIRGX has more cash in the bank: 104B vs. SBFIX (256M). RIRGX pays higher dividends than SBFIX: RIRGX (3.47) vs SBFIX (2.34). 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). 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 : 6.56 vs. SBFIX (2.51). RIRGX return over 5 years is better than : 42.46 vs. SBFIX (21.73).
| 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 | 0.456 | -3.122 | -15% |
| 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 | 3.47 | 2.34 | 148% |
| Returns for 1 year | 6.56 | 2.51 | 261% |
| Returns for 3 years | 10.12 | 7.21 | 140% |
| Returns for 5 years | 42.46 | 21.73 | 195% |
| Returns for 10 years | 33.34 | 19.16 | 174% |
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