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FSBKX vs RIRFX
FSBKX vs RIRFX Comparison
Open Charts FSBKX vs RIRFX
Federated Hermes Global Allocation R
Price$22.27
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets283.08M
American Funds Capital Income Bldr R5
Price$79.29
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.49B
FSBKX vs RIRFX Comparison Chart in %
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FSBKX vs. RIRFX commentary
Oct 18, 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 StrongBuy and RIRFX is a Buy.
FUNDAMENTALS
Fundamentals
RIRFX has more cash in the bank: 119B vs. FSBKX (283M). RIRFX pays higher dividends than FSBKX: RIRFX (3.17) vs FSBKX (1.59). FSBKX was incepted earlier than RIRFX: FSBKX (23 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 (11.07) and FSBKX (11.01) have marching annual gain over last year. RIRFX return over 5 years is better than : 59.86 vs. FSBKX (15.67).
| FSBKX | RIRFX | FSBKX / RIRFX | |
| Total Expense Ratio | 1.58 | 0.31 | 510% |
| Annual Report Gross Expense Ratio | 1.87 | 0.31 | 603% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 12.798 | 17.333 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 119B | 0% |
| Annual Yield % from dividends | 1.59 | 3.17 | 50% |
| Returns for 1 year | 11.01 | 11.07 | 99% |
| Returns for 3 years | 42.64 | 50.50 | 84% |
| Returns for 5 years | 15.67 | 59.86 | 26% |
| Returns for 10 years | 39.91 | 77.40 | 52% |
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