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RIDHX vs SBFIX
RIDHX vs SBFIX Comparison
Open Charts RIDHX vs SBFIX
American Funds Income Fund of Amer R5E
Price$26.83
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets135.54B
Federated Hermes Global Allocation IS
Price$21.79
Change+$0.07 (+0.32%)
VolumeN/A
Net Assets277.47M
RIDHX vs SBFIX Comparison Chart in %
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RIDHX vs. SBFIX commentary
Jul 07, 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 RIDHX is a Buy and SBFIX is a Buy.
FUNDAMENTALS
Fundamentals
RIDHX has more cash in the bank: 136B vs. SBFIX (277M). RIDHX pays higher dividends than SBFIX: RIDHX (3.83) vs SBFIX (2.30). RIDHX was incepted earlier than SBFIX: RIDHX (10 years) vs SBFIX (16 years). SBFIX (1.17) is less costly to investors than RIDHX (0.41). SBFIX is a more actively managed with annual turnover of: 102.00 vs. RIDHX (92.00). RIDHX has a lower initial minimum investment than SBFIX: RIDHX (250) vs SBFIX (1000000). RIDHX annual gain was more profitable for investors over the last year : 15.44 vs. SBFIX (11.79). RIDHX return over 5 years is better than : 45.57 vs. SBFIX (21.89).
| RIDHX | SBFIX | RIDHX / SBFIX | |
| Total Expense Ratio | 0.41 | 0.86 | 48% |
| Annual Report Gross Expense Ratio | 0.41 | 1.17 | 35% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 11.638 | 8.616 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 277M | 49,097% |
| Annual Yield % from dividends | 3.83 | 2.30 | 166% |
| Returns for 1 year | 15.44 | 11.79 | 131% |
| Returns for 3 years | 27.68 | 32.03 | 86% |
| Returns for 5 years | 45.57 | 21.89 | 208% |
| Returns for 10 years | N/A | 37.75 | - |