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FSBCX vs RIREX
FSBCX vs RIREX Comparison
Open Charts FSBCX vs RIREX
Federated Hermes Global Allocation C
Price$21.64
Change-$0.05 (-0.23%)
VolumeN/A
Net Assets283.53M
American Funds Capital Income Bldr R4
Price$79.18
Change-$0.18 (-0.23%)
VolumeN/A
Net Assets119.77B
FSBCX vs RIREX Comparison Chart in %
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FSBCX vs. RIREX 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 FSBCX is a Hold and RIREX is a Hold.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 120B vs. FSBCX (284M). RIREX pays higher dividends than FSBCX: RIREX (2.89) vs FSBCX (1.32). FSBCX was incepted earlier than RIREX: FSBCX (33 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 (10.67) and FSBCX (10.56) have marching annual gain over last year. RIREX return over 5 years is better than : 52.28 vs. FSBCX (13.46).
| FSBCX | RIREX | FSBCX / RIREX | |
| Total Expense Ratio | 1.95 | 0.62 | 315% |
| Annual Report Gross Expense Ratio | 2.20 | 0.62 | 355% |
| Fund Existence | 33 years | 23 years | - |
| Gain YTD | 12.661 | 16.960 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 284M | 120B | 0% |
| Annual Yield % from dividends | 1.32 | 2.89 | 46% |
| Returns for 1 year | 10.56 | 10.67 | 99% |
| Returns for 3 years | 42.35 | 48.47 | 87% |
| Returns for 5 years | 13.46 | 52.28 | 26% |
| Returns for 10 years | 35.57 | 60.08 | 59% |
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