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FSBKX vs RIRFX
FSBKX vs RIRFX Comparison
Open Charts FSBKX vs RIRFX
Federated Hermes Global Allocation R
Price$20.56
Change+$0.11 (+0.54%)
VolumeN/A
Net Assets277.51M
American Funds Capital Income Bldr R5
Price$71.11
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets107.94B
FSBKX vs RIRFX Comparison Chart
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FSBKX vs. RIRFX commentary
Jan 31, 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 Hold and RIRFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 108B vs. FSBKX (278M). RIRFX pays higher dividends than FSBKX: RIRFX (3.55) vs FSBKX (1.13). FSBKX was incepted earlier than RIRFX: FSBKX (22 years) vs RIRFX (23 years). RIRFX is a more actively managed with annual turnover of: 106.00 vs. FSBKX (98.00). FSBKX has a lower initial minimum investment than RIRFX: FSBKX (0) vs RIRFX (250). FSBKX (11.98) and RIRFX (11.65) have marching annual gain over last year. RIRFX return over 5 years is better than : 36.18 vs. FSBKX (10.71).
| FSBKX | RIRFX | FSBKX / RIRFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 3.058 | 3.103 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 278M | 108B | 0% |
| Annual Yield % from dividends | 1.13 | 3.55 | 32% |
| Returns for 1 year | 11.98 | 11.65 | 103% |
| Returns for 3 years | 8.46 | 13.85 | 61% |
| Returns for 5 years | 10.71 | 36.18 | 30% |
| Returns for 10 years | 23.93 | 49.93 | 48% |
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