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FSBKX vs RIRCX
FSBKX vs RIRCX Comparison
Open Charts FSBKX vs RIRCX
Federated Hermes Global Allocation R
Price$21.43
Change+$0.07 (+0.33%)
VolumeN/A
Net Assets277.47M
American Funds Capital Income Bldr R3
Price$77.05
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
FSBKX vs RIRCX Comparison Chart in %
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FSBKX vs. RIRCX 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 FSBKX is a Buy and RIRCX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 116B vs. FSBKX (277M). RIRCX pays higher dividends than FSBKX: RIRCX (2.69) vs FSBKX (1.65). FSBKX was incepted earlier than RIRCX: FSBKX (22 years) vs RIRCX (23 years). FSBKX (1.87) is less costly to investors than RIRCX (0.91). FSBKX is a more actively managed with annual turnover of: 102.00 vs. RIRCX (56.00). FSBKX has a lower initial minimum investment than RIRCX: FSBKX (0) vs RIRCX (250). RIRCX annual gain was more profitable for investors over the last year : 15.38 vs. FSBKX (10.97). RIRCX return over 5 years is better than : 48.50 vs. FSBKX (17.29).
| FSBKX | RIRCX | FSBKX / RIRCX | |
| Total Expense Ratio | 1.58 | 0.91 | 174% |
| Annual Report Gross Expense Ratio | 1.87 | 0.91 | 205% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 8.219 | 12.900 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 277M | 116B | 0% |
| Annual Yield % from dividends | 1.65 | 2.69 | 61% |
| Returns for 1 year | 10.97 | 15.38 | 71% |
| Returns for 3 years | 29.17 | 32.20 | 91% |
| Returns for 5 years | 17.29 | 48.50 | 36% |
| Returns for 10 years | 29.49 | 50.94 | 58% |
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