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RIRHX vs SBFIX
RIRHX vs SBFIX Comparison
Open Charts RIRHX vs SBFIX
American Funds Capital Income Bldr R5E
Price$75.15
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets113.5B
Federated Hermes Global Allocation IS
Price$21.26
Change+$0.09 (+0.43%)
VolumeN/A
Net Assets269.88M
RIRHX vs SBFIX Comparison Chart
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RIRHX vs. SBFIX commentary
Jun 07, 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: 113B vs. SBFIX (270M). RIRHX pays higher dividends than SBFIX: RIRHX (3.21) vs SBFIX (2.24). 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 : 13.25 vs. SBFIX (8.83). RIRHX return over 5 years is better than : 43.84 vs. SBFIX (17.33).
| 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 | 9.943 | 4.905 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 270M | 41,852% |
| Annual Yield % from dividends | 3.21 | 2.24 | 143% |
| Returns for 1 year | 13.25 | 8.83 | 150% |
| Returns for 3 years | 21.82 | 19.42 | 112% |
| Returns for 5 years | 43.84 | 17.33 | 253% |
| Returns for 10 years | N/A | 32.63 | - |