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FSBKX vs RIRFX
FSBKX vs RIRFX Comparison
Open Charts FSBKX vs RIRFX
Federated Hermes Global Allocation R
Price$21.98
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets281.29M
American Funds Capital Income Bldr R5
Price$78.61
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets118.23B
FSBKX vs RIRFX Comparison Chart in %
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FSBKX vs. RIRFX 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 RIRFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 118B vs. FSBKX (281M). RIRFX pays higher dividends than FSBKX: RIRFX (3.17) vs FSBKX (1.61). FSBKX was incepted earlier than RIRFX: FSBKX (22 years) vs RIRFX (23 years). FSBKX (1.87) is less costly to investors than RIRFX (0.31). FSBKX is a more actively managed with annual turnover of: 102.00 vs. RIRFX (56.00). FSBKX has a lower initial minimum investment than RIRFX: FSBKX (0) vs RIRFX (250). RIRFX (12.22) and FSBKX (11.71) have marching annual gain over last year. RIRFX return over 5 years is better than : 57.77 vs. FSBKX (14.70).
| FSBKX | RIRFX | FSBKX / RIRFX | |
| Total Expense Ratio | 1.58 | 0.31 | 510% |
| Annual Report Gross Expense Ratio | 1.87 | 0.31 | 603% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 10.996 | 15.572 | 71% |
| 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 | 3.17 | 51% |
| Returns for 1 year | 11.71 | 12.22 | 96% |
| Returns for 3 years | 34.43 | 41.75 | 82% |
| Returns for 5 years | 14.70 | 57.77 | 25% |
| Returns for 10 years | 38.57 | 79.00 | 49% |
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