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FSBCX vs RIREX
FSBCX vs RIREX Comparison
Open Charts FSBCX vs RIREX
Federated Hermes Global Allocation C
Price$21.65
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets279.73M
American Funds Capital Income Bldr R4
Price$78.98
Change-$0.18 (-0.23%)
VolumeN/A
Net Assets119.1B
FSBCX vs RIREX Comparison Chart in %
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FSBCX vs. RIREX commentary
Nov 20, 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: 119B vs. FSBCX (280M). RIREX pays higher dividends than FSBCX: RIREX (2.89) vs FSBCX (1.30). FSBCX was incepted earlier than RIREX: FSBCX (33 years) vs RIREX (24 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 : 13.02 vs. FSBCX (11.14). RIREX return over 5 years is better than : 46.33 vs. FSBCX (10.23).
| 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 | 24 years | - |
| Gain YTD | 12.453 | 16.665 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 280M | 119B | 0% |
| Annual Yield % from dividends | 1.30 | 2.89 | 45% |
| Returns for 1 year | 11.14 | 13.02 | 86% |
| Returns for 3 years | 33.87 | 36.76 | 92% |
| Returns for 5 years | 10.23 | 46.33 | 22% |
| Returns for 10 years | 34.31 | 61.04 | 56% |
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