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FSBKX vs RIRCX
FSBKX vs RIRCX Comparison
Open Charts FSBKX vs RIRCX
Federated Hermes Global Allocation R
Price$20.88
Change-$0.17 (-0.81%)
VolumeN/A
Net Assets270.57M
American Funds Capital Income Bldr R3
Price$75.23
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets113.85B
FSBKX vs RIRCX Comparison Chart
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FSBKX vs. RIRCX commentary
Jun 16, 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: 114B vs. FSBKX (271M). RIRCX pays higher dividends than FSBKX: RIRCX (2.74) vs FSBKX (1.59). 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 : 13.55 vs. FSBKX (8.41). RIRCX return over 5 years is better than : 46.72 vs. FSBKX (16.25).
| 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 | 4.997 | 10.233 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 114B | 0% |
| Annual Yield % from dividends | 1.59 | 2.74 | 58% |
| Returns for 1 year | 8.41 | 13.55 | 62% |
| Returns for 3 years | 26.33 | 31.29 | 84% |
| Returns for 5 years | 16.25 | 46.72 | 35% |
| Returns for 10 years | 24.22 | 44.10 | 55% |
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