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RIRHX vs SBFIX
RIRHX vs SBFIX Comparison
Open Charts RIRHX vs SBFIX
American Funds Capital Income Bldr R5E
Price$71.32
Change+$0.74 (+1.05%)
VolumeN/A
Net Assets107.13B
Federated Hermes Global Allocation IS
Price$20.16
Change+$0.24 (+1.20%)
VolumeN/A
Net Assets258.85M
RIRHX vs SBFIX Comparison Chart
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RIRHX vs. SBFIX commentary
Apr 25, 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 Buy and SBFIX is a Buy.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 107B vs. SBFIX (259M). RIRHX pays higher dividends than SBFIX: RIRHX (3.33) vs SBFIX (2.34). RIRHX was incepted earlier than SBFIX: RIRHX (9 years) vs SBFIX (16 years). SBFIX (1.17) is less costly to investors than RIRHX (0.42). 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 : 10.90 vs. SBFIX (6.02). RIRHX return over 5 years is better than : 47.81 vs. SBFIX (22.58).
| RIRHX | SBFIX | RIRHX / SBFIX | |
| Total Expense Ratio | 0.42 | 0.86 | 49% |
| Annual Report Gross Expense Ratio | 0.42 | 1.17 | 36% |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 4.340 | -1.289 | -337% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 259M | 41,313% |
| Annual Yield % from dividends | 3.33 | 2.34 | 142% |
| Returns for 1 year | 10.90 | 6.02 | 181% |
| Returns for 3 years | 16.00 | 11.84 | 135% |
| Returns for 5 years | 47.81 | 22.58 | 212% |
| Returns for 10 years | N/A | 20.16 | - |
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