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FSBCX vs RIRAX
FSBCX vs RIRAX Comparison
Open Charts FSBCX vs RIRAX
Federated Hermes Global Allocation C
Price$20.84
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets277.47M
American Funds Capital Income Bldr R1
Price$77.16
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
FSBCX vs RIRAX Comparison Chart in %
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FSBCX vs. RIRAX commentary
Jul 08, 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 FSBCX is a Buy and RIRAX is a Buy.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 116B vs. FSBCX (277M). RIRAX pays higher dividends than FSBCX: RIRAX (2.27) vs FSBCX (1.38). FSBCX was incepted earlier than RIRAX: FSBCX (32 years) vs RIRAX (23 years). FSBCX (2.20) is less costly to investors than RIRAX (1.36). FSBCX is a more actively managed with annual turnover of: 102.00 vs. RIRAX (56.00). RIRAX has a lower initial minimum investment than FSBCX: RIRAX (250) vs FSBCX (1500). RIRAX annual gain was more profitable for investors over the last year : 14.87 vs. FSBCX (10.58). RIRAX return over 5 years is better than : 45.98 vs. FSBCX (14.83).
| FSBCX | RIRAX | FSBCX / RIRAX | |
| Total Expense Ratio | 1.95 | 1.36 | 143% |
| Annual Report Gross Expense Ratio | 2.20 | 1.36 | 162% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 8.006 | 12.653 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 277M | 116B | 0% |
| Annual Yield % from dividends | 1.38 | 2.27 | 61% |
| Returns for 1 year | 10.58 | 14.87 | 71% |
| Returns for 3 years | 27.83 | 30.67 | 91% |
| Returns for 5 years | 14.83 | 45.98 | 32% |
| Returns for 10 years | 25.19 | 47.97 | 53% |
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