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FSBCX vs RIRCX
FSBCX vs RIRCX Comparison
Open Charts FSBCX vs RIRCX
Federated Hermes Global Allocation C
Price$20.19
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets269.27M
American Funds Capital Income Bldr R3
Price$74.95
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets112.56B
FSBCX vs RIRCX Comparison Chart
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FSBCX vs. RIRCX commentary
Jun 03, 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 FSBCX is a Buy and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 113B vs. FSBCX (269M). RIRCX pays higher dividends than FSBCX: RIRCX (2.74) vs FSBCX (1.30). FSBCX was incepted earlier than RIRCX: FSBCX (32 years) vs RIRCX (23 years). FSBCX (2.20) is less costly to investors than RIRCX (0.91). FSBCX is a more actively managed with annual turnover of: 102.00 vs. RIRCX (56.00). RIRCX has a lower initial minimum investment than FSBCX: RIRCX (250) vs FSBCX (1500). RIRCX annual gain was more profitable for investors over the last year : 13.08 vs. FSBCX (8.13). RIRCX return over 5 years is better than : 42.56 vs. FSBCX (11.03).
| FSBCX | RIRCX | FSBCX / RIRCX | |
| Total Expense Ratio | 1.95 | 0.91 | 214% |
| Annual Report Gross Expense Ratio | 2.20 | 0.91 | 242% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 3.805 | 9.232 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269M | 113B | 0% |
| Annual Yield % from dividends | 1.30 | 2.74 | 47% |
| Returns for 1 year | 8.13 | 13.08 | 62% |
| Returns for 3 years | 15.81 | 20.75 | 76% |
| Returns for 5 years | 11.03 | 42.56 | 26% |
| Returns for 10 years | 19.18 | 43.24 | 44% |
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