Interact to see
Advertisement
Advertisement
FSBCX vs RIREX
FSBCX vs RIREX Comparison
Open Charts FSBCX vs RIREX
Federated Hermes Global Allocation C
Price$21.54
Change-$0.09 (-0.42%)
VolumeN/A
Net Assets283.33M
American Funds Capital Income Bldr R4
Price$78.29
Change-$0.45 (-0.57%)
VolumeN/A
Net Assets118.99B
FSBCX vs RIREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSBCX vs. RIREX commentary
Sep 26, 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 Hold.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 119B vs. FSBCX (283M). RIREX pays higher dividends than FSBCX: RIREX (2.90) 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). FSBCX (10.70) and RIREX (10.32) have marching annual gain over last year. RIREX return over 5 years is better than : 54.52 vs. FSBCX (16.74).
| 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 | 12.349 | 15.646 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 119B | 0% |
| Annual Yield % from dividends | 1.34 | 2.90 | 46% |
| Returns for 1 year | 10.70 | 10.32 | 104% |
| Returns for 3 years | 42.16 | 47.41 | 89% |
| Returns for 5 years | 16.74 | 54.52 | 31% |
| Returns for 10 years | 40.98 | 69.03 | 59% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement