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FSTBX vs RIRFX
FSTBX vs RIRFX Comparison
Open Charts FSTBX vs RIRFX
Federated Hermes Global Allocation A
Price$22.48
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets283.08M
American Funds Capital Income Bldr R5
Price$79.29
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.49B
FSTBX vs RIRFX Comparison Chart in %
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FSTBX 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 FSTBX is a StrongBuy and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 119B vs. FSTBX (283M). RIRFX pays higher dividends than FSTBX: RIRFX (3.17) vs FSTBX (1.97). FSTBX was incepted earlier than RIRFX: FSTBX (57 years) vs RIRFX (23 years). FSTBX (1.44) is less costly to investors than RIRFX (0.31). FSTBX is a more actively managed with annual turnover of: 102.00 vs. RIRFX (56.00). RIRFX has a lower initial minimum investment than FSTBX: RIRFX (250) vs FSTBX (1500). FSTBX (11.53) and RIRFX (11.07) have marching annual gain over last year. RIRFX return over 5 years is better than : 59.86 vs. FSTBX (18.32).
| FSTBX | RIRFX | FSTBX / RIRFX | |
| Total Expense Ratio | 1.15 | 0.31 | 371% |
| Annual Report Gross Expense Ratio | 1.44 | 0.31 | 465% |
| Fund Existence | 57 years | 23 years | - |
| Gain YTD | 13.189 | 17.333 | 76% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 119B | 0% |
| Annual Yield % from dividends | 1.97 | 3.17 | 62% |
| Returns for 1 year | 11.53 | 11.07 | 104% |
| Returns for 3 years | 44.50 | 50.50 | 88% |
| Returns for 5 years | 18.32 | 59.86 | 31% |
| Returns for 10 years | 45.09 | 77.40 | 58% |
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