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FSBKX vs RIRFX
FSBKX vs RIRFX Comparison
Open Charts FSBKX vs RIRFX
Federated Hermes Global Allocation R
Price$20.21
Change-$0.13 (-0.64%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R5
Price$71.89
Change-$0.32 (-0.44%)
VolumeN/A
CapitalizationN/A
FSBKX vs RIRFX Comparison Chart
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FSBKX vs. RIRFX commentary
Nov 18, 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 Buy and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 107B vs. FSBKX (277M). 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). RIRFX annual gain was more profitable for investors over the last year : 18.23 vs. FSBKX (16.27). RIRFX return over 5 years is better than : 36.97 vs. FSBKX (9.08).
| 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 | 9.271 | 10.902 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 277M | 107B | 0% |
| Annual Yield % from dividends | 1.13 | 3.55 | 32% |
| Returns for 1 year | 16.27 | 18.23 | 89% |
| Returns for 3 years | -11.31 | 15.62 | -72% |
| Returns for 5 years | 9.08 | 36.97 | 25% |
| Returns for 10 years | 11.02 | 49.29 | 22% |
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