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FSBKX vs RIRCX
FSBKX vs RIRCX Comparison
Open Charts FSBKX vs RIRCX
Federated Hermes Global Allocation R
Price$20.51
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets269M
American Funds Capital Income Bldr R3
Price$73.78
Change-$0.06 (-0.08%)
VolumeN/A
Net Assets111.46B
FSBKX vs RIRCX Comparison Chart
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FSBKX vs. RIRCX commentary
May 23, 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: 111B vs. FSBKX (269M). RIRCX pays higher dividends than FSBKX: RIRCX (2.83) vs FSBKX (1.64). 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 : 10.41 vs. FSBKX (7.03). RIRCX return over 5 years is better than : 48.64 vs. FSBKX (19.05).
| 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 | 3.136 | 7.527 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269M | 111B | 0% |
| Annual Yield % from dividends | 1.64 | 2.83 | 58% |
| Returns for 1 year | 7.03 | 10.41 | 68% |
| Returns for 3 years | 18.32 | 21.03 | 87% |
| Returns for 5 years | 19.05 | 48.64 | 39% |
| Returns for 10 years | 19.07 | 37.02 | 52% |
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