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FSBKX vs RIRFX
FSBKX vs RIRFX Comparison
Open Charts FSBKX vs RIRFX
Federated Hermes Global Allocation R
Price$21.43
Change+$0.07 (+0.33%)
VolumeN/A
Net Assets277.47M
American Funds Capital Income Bldr R5
Price$77.02
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
FSBKX vs RIRFX Comparison Chart in %
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FSBKX vs. RIRFX commentary
Jul 07, 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: 116B vs. FSBKX (277M). 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 : 16.08 vs. FSBKX (10.97). RIRFX return over 5 years is better than : 58.51 vs. FSBKX (17.29).
| 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 | 8.219 | 13.234 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 277M | 116B | 0% |
| Annual Yield % from dividends | 1.65 | 3.25 | 51% |
| Returns for 1 year | 10.97 | 16.08 | 68% |
| Returns for 3 years | 29.17 | 36.57 | 80% |
| Returns for 5 years | 17.29 | 58.51 | 30% |
| Returns for 10 years | 29.49 | 69.04 | 43% |
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