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FSTBX vs RIRFX
FSTBX vs RIRFX Comparison
Open Charts FSTBX vs RIRFX
Federated Hermes Global Allocation A
Price$22.67
Change+$0.13 (+0.58%)
VolumeN/A
Net Assets288.65M
American Funds Capital Income Bldr R5
Price$79.69
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets120.79B
FSTBX vs RIRFX Comparison Chart in %
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FSTBX 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 FSTBX is a StrongBuy and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 121B vs. FSTBX (289M). RIRFX pays higher dividends than FSTBX: RIRFX (3.05) vs FSTBX (2.07). FSTBX was incepted earlier than RIRFX: FSTBX (57 years) vs RIRFX (24 years). FSTBX (1.44) is less costly to investors than RIRFX (0.30). FSTBX is a more actively managed with annual turnover of: 102.00 vs. RIRFX (50.00). RIRFX has a lower initial minimum investment than FSTBX: RIRFX (250) vs FSTBX (1500). RIRFX annual gain was more profitable for investors over the last year : 16.50 vs. FSTBX (12.79). RIRFX return over 5 years is better than : 48.75 vs. FSTBX (9.70).
| FSTBX | RIRFX | FSTBX / RIRFX | |
| Total Expense Ratio | 1.15 | 0.30 | 383% |
| Annual Report Gross Expense Ratio | 1.44 | 0.30 | 480% |
| Fund Existence | 57 years | 24 years | - |
| Gain YTD | 2.812 | 3.601 | 78% |
| Front Load | 5% | 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 | 2.07 | 3.05 | 68% |
| Returns for 1 year | 12.79 | 16.50 | 78% |
| Returns for 3 years | 32.38 | 36.34 | 89% |
| Returns for 5 years | 9.70 | 48.75 | 20% |
| Returns for 10 years | 60.91 | 91.51 | 67% |
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