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FSBKX vs RIRAX
FSBKX vs RIRAX Comparison
Open Charts FSBKX vs RIRAX
Federated Hermes Global Allocation R
Price$21.54
Change-$0.06 (-0.28%)
VolumeN/A
Net Assets278.23M
American Funds Capital Income Bldr R1
Price$77.19
Change-$0.61 (-0.78%)
VolumeN/A
Net Assets117.32B
FSBKX vs RIRAX Comparison Chart in %
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FSBKX vs. RIRAX commentary
Jul 29, 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: 117B vs. FSBKX (278M). RIRAX pays higher dividends than FSBKX: RIRAX (2.27) vs FSBKX (1.65). 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 : 14.10 vs. FSBKX (12.48). RIRAX return over 5 years is better than : 45.77 vs. FSBKX (15.66).
| 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 | 9.077 | 13.587 | 67% |
| 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 | 2.27 | 73% |
| Returns for 1 year | 12.48 | 14.10 | 88% |
| Returns for 3 years | 29.68 | 31.57 | 94% |
| Returns for 5 years | 15.66 | 45.77 | 34% |
| Returns for 10 years | 30.66 | 48.08 | 64% |
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