FSBKX
Price
$21.60
Change
+$0.04 (+0.19%)
Updated
Jul 25 closing price
Net Assets
278.23M
RIRFX
Price
$77.72
Change
-$0.03 (-0.04%)
Updated
Jul 25 closing price
Net Assets
117.32B
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FSBKX vs RIRFX

Header iconFSBKX vs RIRFX Comparison
Open Charts FSBKX vs RIRFXBanner chart's image
Federated Hermes Global Allocation R
Price$21.60
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets278.23M
American Funds Capital Income Bldr R5
Price$77.72
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets117.32B
FSBKX vs RIRFX Comparison Chart in %
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FSBKX vs. RIRFX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 117B vs. FSBKX (278M). 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 : 15.30 vs. FSBKX (12.48). RIRFX return over 5 years is better than : 58.32 vs. FSBKX (15.66).
FSBKXRIRFXFSBKX / RIRFX
Total Expense Ratio1.580.31510%
Annual Report Gross Expense Ratio1.870.31603%
Fund Existence22 years23 years-
Gain YTD9.07714.26364%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets278M117B0%
Annual Yield % from dividends1.653.2551%
Returns for 1 year12.4815.3082%
Returns for 3 years29.6837.5079%
Returns for 5 years15.6658.3227%
Returns for 10 years30.6669.2244%
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