Ad is loading...
Ad is loading...
FSBCX vs RIREX
FSBCX vs RIREX Comparison
Open Charts FSBCX vs RIREX
Federated Hermes Global Allocation C
Price$19.87
Change+$0.07 (+0.35%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr R4
Price$72.68
Change+$0.29 (+0.40%)
VolumeN/A
CapitalizationN/A
FSBCX vs RIREX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSBCX vs. RIREX commentary
Nov 23, 2024
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: 108B vs. FSBCX (279M). 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 : 18.20 vs. FSBCX (15.99). RIREX return over 5 years is better than : 28.92 vs. FSBCX (8.01).
| 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 | 10.123 | 11.919 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 108B | 0% |
| Annual Yield % from dividends | 0.83 | 3.26 | 26% |
| Returns for 1 year | 15.99 | 18.20 | 88% |
| Returns for 3 years | -10.43 | 13.46 | -78% |
| Returns for 5 years | 8.01 | 28.92 | 28% |
| Returns for 10 years | 7.38 | 36.32 | 20% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RVVHX | 11.44 | 0.18 | +1.60% |
| Royce Small-Cap Value Investment | |||
| LMCQX | 38.31 | 0.28 | +0.74% |
| Lord Abbett Mid Cap Stock R2 | |||
| IDHCX | 19.91 | 0.14 | +0.71% |
| Integrity Dividend Harvest C | |||
| DLCZX | 13.63 | 0.06 | +0.44% |
| Destinations Large Cap Equity Z | |||
| CCIVX | 12.41 | N/A | N/A |
| Clifford Capital International Val Instl | |||