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FSBKX vs RIRFX
FSBKX vs RIRFX Comparison
Open Charts FSBKX vs RIRFX
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.
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).
| 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 | 9.077 | 14.263 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 278M | 117B | 0% |
| Annual Yield % from dividends | 1.65 | 3.25 | 51% |
| Returns for 1 year | 12.48 | 15.30 | 82% |
| Returns for 3 years | 29.68 | 37.50 | 79% |
| Returns for 5 years | 15.66 | 58.32 | 27% |
| Returns for 10 years | 30.66 | 69.22 | 44% |
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