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FSBKX vs RIRCX
FSBKX vs RIRCX Comparison
Open Charts FSBKX vs RIRCX
Federated Hermes Global Allocation R
Price$21.98
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets281.29M
American Funds Capital Income Bldr R3
Price$78.55
Change+$0.40 (+0.51%)
VolumeN/A
Net Assets118.23B
FSBKX vs RIRCX Comparison Chart in %
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FSBKX vs. RIRCX commentary
Sep 08, 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 StrongBuy and RIRCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 118B vs. FSBKX (281M). RIRCX pays higher dividends than FSBKX: RIRCX (2.63) vs FSBKX (1.61). 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). FSBKX (11.71) and RIRCX (11.54) have marching annual gain over last year. RIRCX return over 5 years is better than : 47.75 vs. FSBKX (14.70).
| 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 | 10.996 | 15.098 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 281M | 118B | 0% |
| Annual Yield % from dividends | 1.61 | 2.63 | 61% |
| Returns for 1 year | 11.71 | 11.54 | 101% |
| Returns for 3 years | 34.43 | 37.20 | 93% |
| Returns for 5 years | 14.70 | 47.75 | 31% |
| Returns for 10 years | 38.57 | 59.79 | 64% |
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