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FSBCX vs RIRFX
FSBCX vs RIRFX Comparison
Open Charts FSBCX vs RIRFX
Federated Hermes Global Allocation C
Price$22.43
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets288.06M
American Funds Capital Income Bldr R5
Price$77.16
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets120.93B
FSBCX vs RIRFX Comparison Chart in %
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FSBCX vs. RIRFX commentary
Dec 26, 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 FSBCX is a StrongBuy and RIRFX is a Hold.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 121B vs. FSBCX (288M). RIRFX pays higher dividends than FSBCX: RIRFX (3.08) vs FSBCX (1.30). FSBCX was incepted earlier than RIRFX: FSBCX (33 years) vs RIRFX (24 years). FSBCX (2.20) is less costly to investors than RIRFX (0.31). FSBCX is a more actively managed with annual turnover of: 102.00 vs. RIRFX (56.00). RIRFX has a lower initial minimum investment than FSBCX: RIRFX (250) vs FSBCX (1500). FSBCX annual gain was more profitable for investors over the last year : 15.15 vs. RIRFX (13.42). RIRFX return over 5 years is better than : 46.01 vs. FSBCX (9.73).
| FSBCX | RIRFX | FSBCX / RIRFX | |
| Total Expense Ratio | 1.95 | 0.31 | 629% |
| Annual Report Gross Expense Ratio | 2.20 | 0.31 | 710% |
| Fund Existence | 33 years | 24 years | - |
| Gain YTD | 16.504 | 14.181 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288M | 121B | 0% |
| Annual Yield % from dividends | 1.30 | 3.08 | 42% |
| Returns for 1 year | 15.15 | 13.42 | 113% |
| Returns for 3 years | 38.94 | 34.28 | 114% |
| Returns for 5 years | 9.73 | 46.01 | 21% |
| Returns for 10 years | 42.67 | 77.12 | 55% |
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