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RIRHX vs SBFIX
RIRHX vs SBFIX Comparison
Open Charts RIRHX vs SBFIX
American Funds Capital Income Bldr R5E
Price$71.04
Change-$1.59 (-2.19%)
VolumeN/A
CapitalizationN/A
Federated Hermes Global Allocation IS
Price$20.48
Change-$0.43 (-2.06%)
VolumeN/A
CapitalizationN/A
RIRHX vs SBFIX Comparison Chart
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RIRHX vs. SBFIX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 108B vs. SBFIX (280M). RIRHX pays higher dividends than SBFIX: RIRHX (3.45) vs SBFIX (1.78). RIRHX was incepted earlier than SBFIX: RIRHX (9 years) vs SBFIX (16 years). RIRHX is a more actively managed with annual turnover of: 106.00 vs. SBFIX (98.00). RIRHX has a lower initial minimum investment than SBFIX: RIRHX (250) vs SBFIX (1000000). RIRHX (10.60) and SBFIX (10.23) have marching annual gain over last year. RIRHX return over 5 years is better than : 25.87 vs. SBFIX (10.08).
| RIRHX | SBFIX | RIRHX / SBFIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 9.728 | 9.582 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 280M | 38,571% |
| Annual Yield % from dividends | 3.45 | 1.78 | 195% |
| Returns for 1 year | 10.60 | 10.23 | 104% |
| Returns for 3 years | 11.23 | -7.14 | -157% |
| Returns for 5 years | 25.87 | 10.08 | 257% |
| Returns for 10 years | N/A | 17.64 | - |
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