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FSBKX vs RIRFX
FSBKX vs RIRFX Comparison
Open Charts FSBKX vs RIRFX
Federated Hermes Global Allocation R
Price$20.00
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets264.04M
American Funds Capital Income Bldr R5
Price$72.14
Change-$0.16 (-0.22%)
VolumeN/A
Net Assets109.36B
FSBKX vs RIRFX Comparison Chart
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FSBKX vs. RIRFX commentary
May 02, 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 (3.41) vs FSBKX (1.64). 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 annual gain was more profitable for investors over the last year : 12.81 vs. FSBKX (8.31). RIRFX return over 5 years is better than : 57.36 vs. FSBKX (19.54).
| 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 | 0.672 | 5.337 | 13% |
| 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 | 1.64 | 3.41 | 48% |
| Returns for 1 year | 8.31 | 12.81 | 65% |
| Returns for 3 years | 13.98 | 22.85 | 61% |
| Returns for 5 years | 19.54 | 57.36 | 34% |
| Returns for 10 years | 16.65 | 50.71 | 33% |
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