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FSBCX vs RIREX
FSBCX vs RIREX Comparison
Open Charts FSBCX vs RIREX
Federated Hermes Global Allocation C
Price$19.94
Change-$0.19 (-0.94%)
VolumeN/A
Net Assets271.23M
American Funds Capital Income Bldr R4
Price$73.81
Change-$0.62 (-0.83%)
VolumeN/A
Net Assets112.41B
FSBCX vs RIREX Comparison Chart
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FSBCX vs. RIREX commentary
May 23, 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 RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 112B vs. FSBCX (271M). RIREX pays higher dividends than FSBCX: RIREX (3.12) vs FSBCX (1.34). FSBCX was incepted earlier than RIREX: FSBCX (32 years) vs RIREX (23 years). FSBCX (2.20) is less costly to investors than RIREX (0.62). FSBCX is a more actively managed with annual turnover of: 102.00 vs. RIREX (56.00). RIREX has a lower initial minimum investment than FSBCX: RIREX (250) vs FSBCX (1500). RIREX annual gain was more profitable for investors over the last year : 10.42 vs. FSBCX (6.19). RIREX return over 5 years is better than : 50.39 vs. FSBCX (16.62).
| FSBCX | RIREX | FSBCX / RIREX | |
| Total Expense Ratio | 1.95 | 0.62 | 315% |
| Annual Report Gross Expense Ratio | 2.20 | 0.62 | 355% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 2.979 | 7.741 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 112B | 0% |
| Annual Yield % from dividends | 1.34 | 3.12 | 43% |
| Returns for 1 year | 6.19 | 10.42 | 59% |
| Returns for 3 years | 18.52 | 23.01 | 80% |
| Returns for 5 years | 16.62 | 50.39 | 33% |
| Returns for 10 years | 15.12 | 38.90 | 39% |
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