Interact to see
Advertisement
Advertisement
FSBKX vs RIRAX
FSBKX vs RIRAX Comparison
Open Charts FSBKX vs RIRAX
Federated Hermes Global Allocation R
Price$20.88
Change-$0.17 (-0.81%)
VolumeN/A
Net Assets270.57M
American Funds Capital Income Bldr R1
Price$75.35
Change-$0.55 (-0.72%)
VolumeN/A
Net Assets113.85B
FSBKX vs RIRAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSBKX vs. RIRAX commentary
Jun 16, 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 RIRAX is a Buy.
FUNDAMENTALS
Fundamentals
RIRAX has more cash in the bank: 114B vs. FSBKX (271M). RIRAX pays higher dividends than FSBKX: RIRAX (2.32) vs FSBKX (1.59). FSBKX was incepted earlier than RIRAX: FSBKX (22 years) vs RIRAX (23 years). FSBKX (1.87) is less costly to investors than RIRAX (1.36). FSBKX is a more actively managed with annual turnover of: 102.00 vs. RIRAX (56.00). FSBKX has a lower initial minimum investment than RIRAX: FSBKX (0) vs RIRAX (250). RIRAX annual gain was more profitable for investors over the last year : 13.05 vs. FSBKX (8.41). RIRAX return over 5 years is better than : 44.34 vs. FSBKX (16.25).
| FSBKX | RIRAX | FSBKX / RIRAX | |
| Total Expense Ratio | 1.58 | 1.36 | 116% |
| Annual Report Gross Expense Ratio | 1.87 | 1.36 | 138% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 4.997 | 10.010 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 114B | 0% |
| Annual Yield % from dividends | 1.59 | 2.32 | 69% |
| Returns for 1 year | 8.41 | 13.05 | 64% |
| Returns for 3 years | 26.33 | 29.77 | 88% |
| Returns for 5 years | 16.25 | 44.34 | 37% |
| Returns for 10 years | 24.22 | 41.42 | 58% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers