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RIRHX vs SBFIX
RIRHX vs SBFIX Comparison
Open Charts RIRHX vs SBFIX
American Funds Capital Income Bldr R5E
Price$78.43
Change+$0.41 (+0.53%)
VolumeN/A
Net Assets118.23B
Federated Hermes Global Allocation IS
Price$22.32
Change+$0.13 (+0.59%)
VolumeN/A
Net Assets281.29M
RIRHX vs SBFIX Comparison Chart in %
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RIRHX vs. SBFIX commentary
Sep 08, 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 RIRHX is a Buy and SBFIX is a Buy.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 118B vs. SBFIX (281M). RIRHX pays higher dividends than SBFIX: RIRHX (3.08) vs SBFIX (2.25). RIRHX was incepted earlier than SBFIX: RIRHX (10 years) vs SBFIX (16 years). SBFIX (1.17) is less costly to investors than RIRHX (0.42). SBFIX is a more actively managed with annual turnover of: 102.00 vs. RIRHX (56.00). RIRHX has a lower initial minimum investment than SBFIX: RIRHX (250) vs SBFIX (1000000). SBFIX (12.51) and RIRHX (12.10) have marching annual gain over last year. RIRHX return over 5 years is better than : 50.62 vs. SBFIX (19.14).
| RIRHX | SBFIX | RIRHX / SBFIX | |
| Total Expense Ratio | 0.42 | 0.86 | 49% |
| Annual Report Gross Expense Ratio | 0.42 | 1.17 | 36% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 15.504 | 11.507 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 281M | 41,993% |
| Annual Yield % from dividends | 3.08 | 2.25 | 137% |
| Returns for 1 year | 12.10 | 12.51 | 97% |
| Returns for 3 years | 38.99 | 37.34 | 104% |
| Returns for 5 years | 50.62 | 19.14 | 264% |
| Returns for 10 years | N/A | 47.38 | - |
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