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FSBCX vs RIRFX
FSBCX vs RIRFX Comparison
Open Charts FSBCX vs RIRFX
Federated Hermes Global Allocation C
Price$21.65
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets283.08M
American Funds Capital Income Bldr R5
Price$79.29
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.59B
FSBCX vs RIRFX Comparison Chart in %
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FSBCX vs. RIRFX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 120B vs. FSBCX (283M). RIRFX pays higher dividends than FSBCX: RIRFX (3.17) vs FSBCX (1.32). FSBCX was incepted earlier than RIRFX: FSBCX (33 years) vs RIRFX (23 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). RIRFX (11.07) and FSBCX (10.64) have marching annual gain over last year. RIRFX return over 5 years is better than : 59.86 vs. FSBCX (13.25).
| 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 | 23 years | - |
| Gain YTD | 12.453 | 17.333 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 120B | 0% |
| Annual Yield % from dividends | 1.32 | 3.17 | 42% |
| Returns for 1 year | 10.64 | 11.07 | 96% |
| Returns for 3 years | 41.11 | 50.50 | 81% |
| Returns for 5 years | 13.25 | 59.86 | 22% |
| Returns for 10 years | 35.24 | 77.40 | 46% |
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