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FSBKX vs RIRFX
FSBKX vs RIRFX Comparison
Open Charts FSBKX vs RIRFX
Federated Hermes Global Allocation R
Price$22.45
Change+$0.12 (+0.54%)
VolumeN/A
Net Assets288.88M
American Funds Capital Income Bldr R5
Price$79.69
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets120.79B
FSBKX vs RIRFX Comparison Chart in %
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FSBKX vs. RIRFX commentary
Feb 05, 2026
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 StrongBuy and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 121B vs. FSBKX (289M). RIRFX pays higher dividends than FSBKX: RIRFX (3.05) vs FSBKX (1.69). FSBKX was incepted earlier than RIRFX: FSBKX (23 years) vs RIRFX (24 years). FSBKX (1.87) is less costly to investors than RIRFX (0.30). FSBKX is a more actively managed with annual turnover of: 102.00 vs. RIRFX (50.00). 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 : 16.50 vs. FSBKX (12.28). RIRFX return over 5 years is better than : 48.75 vs. FSBKX (7.23).
| FSBKX | RIRFX | FSBKX / RIRFX | |
| Total Expense Ratio | 1.58 | 0.30 | 527% |
| Annual Report Gross Expense Ratio | 1.87 | 0.30 | 623% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 2.793 | 3.601 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 121B | 0% |
| Annual Yield % from dividends | 1.69 | 3.05 | 56% |
| Returns for 1 year | 12.28 | 16.50 | 74% |
| Returns for 3 years | 30.68 | 36.34 | 84% |
| Returns for 5 years | 7.23 | 48.75 | 15% |
| Returns for 10 years | 55.12 | 91.51 | 60% |
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