Interact to see
Advertisement
Advertisement
RIRHX vs SBFIX
RIRHX vs SBFIX Comparison
Open Charts RIRHX vs SBFIX
American Funds Capital Income Bldr R5E
Price$77.17
Change-$0.16 (-0.21%)
VolumeN/A
Net Assets116.95B
Federated Hermes Global Allocation IS
Price$21.92
Change-$0.05 (-0.23%)
VolumeN/A
Net Assets277.59M
RIRHX vs SBFIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RIRHX vs. SBFIX commentary
Aug 12, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 117B vs. SBFIX (278M). RIRHX pays higher dividends than SBFIX: RIRHX (3.16) vs SBFIX (2.30). 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 (14.26) and SBFIX (13.80) have marching annual gain over last year. RIRHX return over 5 years is better than : 46.94 vs. SBFIX (16.68).
| 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 | 13.648 | 9.513 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 278M | 42,086% |
| Annual Yield % from dividends | 3.16 | 2.30 | 138% |
| Returns for 1 year | 14.26 | 13.80 | 103% |
| Returns for 3 years | 29.36 | 26.98 | 109% |
| Returns for 5 years | 46.94 | 16.68 | 281% |
| Returns for 10 years | N/A | 39.49 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement