Interact to see
Advertisement
Advertisement
FSBKX vs RIRFX
FSBKX vs RIRFX Comparison
Open Charts FSBKX vs RIRFX
Federated Hermes Global Allocation R
Price$20.51
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets269M
American Funds Capital Income Bldr R5
Price$73.81
Change-$0.05 (-0.07%)
VolumeN/A
Net Assets111.46B
FSBKX vs RIRFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSBKX vs. RIRFX commentary
May 23, 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: 111B vs. FSBKX (269M). 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 : 11.08 vs. FSBKX (7.03). RIRFX return over 5 years is better than : 59.61 vs. FSBKX (19.05).
| 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 | 3.136 | 7.775 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269M | 111B | 0% |
| Annual Yield % from dividends | 1.64 | 3.41 | 48% |
| Returns for 1 year | 7.03 | 11.08 | 64% |
| Returns for 3 years | 18.32 | 25.56 | 72% |
| Returns for 5 years | 19.05 | 59.61 | 32% |
| Returns for 10 years | 19.07 | 53.27 | 36% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement