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FSTBX vs RIRFX
FSTBX vs RIRFX Comparison
Open Charts FSTBX vs RIRFX
Federated Hermes Global Allocation A
Price$22.95
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets284.65M
American Funds Capital Income Bldr R5
Price$80.56
Change-$0.07 (-0.09%)
VolumeN/A
Net Assets121.99B
FSTBX vs RIRFX Comparison Chart in %
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FSTBX vs. RIRFX commentary
Dec 04, 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 Hold.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 122B vs. FSTBX (285M). RIRFX pays higher dividends than FSTBX: RIRFX (3.08) vs FSTBX (1.94). FSTBX was incepted earlier than RIRFX: FSTBX (57 years) vs RIRFX (24 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). RIRFX annual gain was more profitable for investors over the last year : 13.95 vs. FSTBX (11.87). RIRFX return over 5 years is better than : 53.26 vs. FSTBX (14.76).
| 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 | 24 years | - |
| Gain YTD | 15.354 | 19.316 | 79% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285M | 122B | 0% |
| Annual Yield % from dividends | 1.94 | 3.08 | 63% |
| Returns for 1 year | 11.87 | 13.95 | 85% |
| Returns for 3 years | 36.03 | 37.85 | 95% |
| Returns for 5 years | 14.76 | 53.26 | 28% |
| Returns for 10 years | 47.54 | 82.90 | 57% |
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