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FSBCX vs RIRFX
FSBCX vs RIRFX Comparison
Open Charts FSBCX vs RIRFX
Federated Hermes Global Allocation C
Price$21.79
Change+$0.08 (+0.37%)
VolumeN/A
Net Assets288.65M
American Funds Capital Income Bldr R5
Price$79.69
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets120.79B
FSBCX vs RIRFX Comparison Chart in %
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FSBCX vs. RIRFX commentary
Feb 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 121B vs. FSBCX (289M). RIRFX pays higher dividends than FSBCX: RIRFX (3.05) vs FSBCX (1.43). FSBCX was incepted earlier than RIRFX: FSBCX (33 years) vs RIRFX (24 years). FSBCX (2.20) is less costly to investors than RIRFX (0.30). FSBCX is a more actively managed with annual turnover of: 102.00 vs. RIRFX (50.00). RIRFX has a lower initial minimum investment than FSBCX: RIRFX (250) vs FSBCX (1500). RIRFX annual gain was more profitable for investors over the last year : 16.50 vs. FSBCX (11.74). RIRFX return over 5 years is better than : 48.75 vs. FSBCX (4.87).
| FSBCX | RIRFX | FSBCX / RIRFX | |
| Total Expense Ratio | 1.95 | 0.30 | 650% |
| Annual Report Gross Expense Ratio | 2.20 | 0.30 | 733% |
| Fund Existence | 33 years | 24 years | - |
| Gain YTD | 2.735 | 3.601 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 121B | 0% |
| Annual Yield % from dividends | 1.43 | 3.05 | 47% |
| Returns for 1 year | 11.74 | 16.50 | 71% |
| Returns for 3 years | 29.13 | 36.34 | 80% |
| Returns for 5 years | 4.87 | 48.75 | 10% |
| Returns for 10 years | 49.72 | 91.51 | 54% |
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