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FSBKX vs RIRFX
FSBKX vs RIRFX Comparison
Open Charts FSBKX vs RIRFX
Federated Hermes Global Allocation R
Price$19.89
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets264.37M
American Funds Capital Income Bldr R5
Price$72.17
Change+$0.15 (+0.21%)
VolumeN/A
Net Assets109.37B
FSBKX vs RIRFX Comparison Chart
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FSBKX vs. RIRFX commentary
Apr 03, 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 RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 109B vs. FSBKX (264M). RIRFX pays higher dividends than FSBKX: RIRFX (3.42) vs FSBKX (1.66). 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 has a lower initial minimum investment than RIRFX: FSBKX (0) vs RIRFX (250). RIRFX annual gain was more profitable for investors over the last year : 10.03 vs. FSBKX (4.01). RIRFX return over 5 years is better than : 64.52 vs. FSBKX (28.52).
| 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 | 0.019 | 5.381 | 0% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264M | 109B | 0% |
| Annual Yield % from dividends | 1.66 | 3.42 | 48% |
| Returns for 1 year | 4.01 | 10.03 | 40% |
| Returns for 3 years | 6.17 | 16.94 | 36% |
| Returns for 5 years | 28.52 | 64.52 | 44% |
| Returns for 10 years | 16.63 | 53.89 | 31% |
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