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FSBCX vs RIREX
FSBCX vs RIREX Comparison
Open Charts FSBCX vs RIREX
Federated Hermes Global Allocation C
Price$19.98
Change-$0.17 (-0.84%)
VolumeN/A
Net Assets277.07M
American Funds Capital Income Bldr R4
Price$72.45
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
FSBCX vs RIREX Comparison Chart
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FSBCX vs. RIREX commentary
Feb 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 StrongBuy and RIREX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 110B vs. FSBCX (277M). RIREX pays higher dividends than FSBCX: RIREX (3.26) vs FSBCX (0.83). FSBCX was incepted earlier than RIREX: FSBCX (32 years) vs RIREX (23 years). RIREX is a more actively managed with annual turnover of: 106.00 vs. FSBCX (98.00). 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 : 12.12 vs. FSBCX (9.19). RIREX return over 5 years is better than : 27.73 vs. FSBCX (6.25).
| FSBCX | RIREX | FSBCX / RIREX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 2.937 | 5.091 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 277M | 110B | 0% |
| Annual Yield % from dividends | 0.83 | 3.26 | 26% |
| Returns for 1 year | 9.19 | 12.12 | 76% |
| Returns for 3 years | 9.32 | 13.78 | 68% |
| Returns for 5 years | 6.25 | 27.73 | 23% |
| Returns for 10 years | 15.76 | 35.58 | 44% |