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RIRHX vs SBFIX
RIRHX vs SBFIX Comparison
Open Charts RIRHX vs SBFIX
American Funds Capital Income Bldr R5E
Price$79.04
Change-$0.28 (-0.35%)
VolumeN/A
Net Assets119.54B
Federated Hermes Global Allocation IS
Price$22.64
Change-$0.12 (-0.53%)
VolumeN/A
Net Assets281.33M
RIRHX vs SBFIX Comparison Chart in %
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RIRHX vs. SBFIX commentary
Nov 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 RIRHX is a Hold and SBFIX is a Hold.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 120B vs. SBFIX (281M). RIRHX pays higher dividends than SBFIX: RIRHX (3.08) vs SBFIX (2.20). RIRHX was incepted earlier than SBFIX: RIRHX (10 years) vs SBFIX (16 years). SBFIX (1.17) is less costly to investors than RIRHX (0.42). SBFIX is a more actively managed with annual turnover of: 102.00 vs. RIRHX (56.00). RIRHX has a lower initial minimum investment than SBFIX: RIRHX (250) vs SBFIX (1000000). RIRHX annual gain was more profitable for investors over the last year : 13.34 vs. SBFIX (12.47). RIRHX return over 5 years is better than : 47.58 vs. SBFIX (16.78).
| RIRHX | SBFIX | RIRHX / SBFIX | |
| Total Expense Ratio | 0.42 | 0.86 | 49% |
| Annual Report Gross Expense Ratio | 0.42 | 1.17 | 36% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 17.133 | 13.385 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 281M | 42,705% |
| Annual Yield % from dividends | 3.08 | 2.20 | 140% |
| Returns for 1 year | 13.34 | 12.47 | 107% |
| Returns for 3 years | 37.83 | 38.05 | 99% |
| Returns for 5 years | 47.58 | 16.78 | 284% |
| Returns for 10 years | 62.74 | 47.56 | 132% |
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