Interact to see
Advertisement
Advertisement
FSBCX vs RIREX
FSBCX vs RIREX Comparison
Open Charts FSBCX vs RIREX
Federated Hermes Global Allocation C
Price$20.29
Change-$0.17 (-0.83%)
VolumeN/A
Net Assets270.57M
American Funds Capital Income Bldr R4
Price$75.16
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets113.85B
FSBCX vs RIREX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSBCX vs. RIREX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 114B vs. FSBCX (271M). RIREX pays higher dividends than FSBCX: RIREX (3.02) vs FSBCX (1.30). 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). RIREX annual gain was more profitable for investors over the last year : 13.89 vs. FSBCX (8.00). RIREX return over 5 years is better than : 48.32 vs. FSBCX (13.76).
| 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 | 4.786 | 10.384 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 114B | 0% |
| Annual Yield % from dividends | 1.30 | 3.02 | 43% |
| Returns for 1 year | 8.00 | 13.89 | 58% |
| Returns for 3 years | 24.99 | 32.31 | 77% |
| Returns for 5 years | 13.76 | 48.32 | 28% |
| Returns for 10 years | 20.04 | 45.96 | 44% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement