Interact to see
Advertisement
Advertisement
FSBKX vs RIRFX
FSBKX vs RIRFX Comparison
Open Charts FSBKX vs RIRFX
Federated Hermes Global Allocation R
Price$21.76
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets279.54M
American Funds Capital Income Bldr R5
Price$78.05
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
FSBKX vs RIRFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSBKX vs. RIRFX commentary
Aug 17, 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 Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 118B vs. FSBKX (280M). RIRFX pays higher dividends than FSBKX: RIRFX (3.25) vs FSBKX (1.65). 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 : 12.86 vs. FSBKX (11.37). RIRFX return over 5 years is better than : 56.38 vs. FSBKX (13.71).
| 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 | 9.936 | 14.749 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 280M | 118B | 0% |
| Annual Yield % from dividends | 1.65 | 3.25 | 51% |
| Returns for 1 year | 11.37 | 12.86 | 88% |
| Returns for 3 years | 25.22 | 32.90 | 77% |
| Returns for 5 years | 13.71 | 56.38 | 24% |
| Returns for 10 years | 32.27 | 69.70 | 46% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement