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FSBKX vs RIRFX
FSBKX vs RIRFX Comparison
Open Charts FSBKX vs RIRFX
Federated Hermes Global Allocation R
Price$20.12
Change-$0.43 (-2.09%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R5
Price$71.20
Change-$1.59 (-2.18%)
VolumeN/A
CapitalizationN/A
FSBKX vs RIRFX Comparison Chart
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FSBKX vs. RIRFX commentary
Dec 19, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 108B vs. FSBKX (280M). 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 annual gain was more profitable for investors over the last year : 12.49 vs. RIRFX (10.72). RIRFX return over 5 years is better than : 33.66 vs. FSBKX (8.49).
| 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 | 11.109 | 9.838 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 280M | 108B | 0% |
| Annual Yield % from dividends | 1.13 | 3.55 | 32% |
| Returns for 1 year | 12.49 | 10.72 | 116% |
| Returns for 3 years | -7.39 | 14.63 | -51% |
| Returns for 5 years | 8.49 | 33.66 | 25% |
| Returns for 10 years | 12.83 | 48.85 | 26% |
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