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FSBKX vs RIRCX
FSBKX vs RIRCX Comparison
Open Charts FSBKX vs RIRCX
Federated Hermes Global Allocation R
Price$20.19
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets274.95M
American Funds Capital Income Bldr R3
Price$69.98
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets106.93B
FSBKX vs RIRCX Comparison Chart
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FSBKX vs. RIRCX commentary
Jan 19, 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 Hold and RIRCX is a Hold.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 107B vs. FSBKX (275M). RIRCX pays higher dividends than FSBKX: RIRCX (2.97) vs FSBKX (1.13). FSBKX was incepted earlier than RIRCX: FSBKX (22 years) vs RIRCX (23 years). RIRCX is a more actively managed with annual turnover of: 106.00 vs. FSBKX (98.00). FSBKX has a lower initial minimum investment than RIRCX: FSBKX (0) vs RIRCX (250). FSBKX annual gain was more profitable for investors over the last year : 11.02 vs. RIRCX (10.39). RIRCX return over 5 years is better than : 21.37 vs. FSBKX (5.65).
| FSBKX | RIRCX | FSBKX / RIRCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 0.752 | 1.420 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275M | 107B | 0% |
| Annual Yield % from dividends | 1.13 | 2.97 | 38% |
| Returns for 1 year | 11.02 | 10.39 | 106% |
| Returns for 3 years | 4.55 | 6.70 | 68% |
| Returns for 5 years | 5.65 | 21.37 | 26% |
| Returns for 10 years | 22.50 | 32.47 | 69% |
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