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FSBKX vs RIREX
FSBKX vs RIREX Comparison
Open Charts FSBKX vs RIREX
Federated Hermes Global Allocation R
Price$22.24
Change+$0.09 (+0.41%)
VolumeN/A
Net Assets283.31M
American Funds Capital Income Bldr R4
Price$78.73
Change+$0.44 (+0.56%)
VolumeN/A
Net Assets118.94B
FSBKX vs RIREX Comparison Chart in %
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FSBKX vs. RIREX commentary
Sep 29, 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 FSBKX is a Buy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 119B vs. FSBKX (283M). RIREX pays higher dividends than FSBKX: RIREX (2.90) vs FSBKX (1.61). FSBKX was incepted earlier than RIREX: FSBKX (22 years) vs RIREX (23 years). FSBKX (1.87) is less costly to investors than RIREX (0.62). FSBKX is a more actively managed with annual turnover of: 102.00 vs. RIREX (56.00). FSBKX has a lower initial minimum investment than RIREX: FSBKX (0) vs RIREX (250). FSBKX (10.37) and RIREX (10.21) have marching annual gain over last year. RIREX return over 5 years is better than : 55.39 vs. FSBKX (19.21).
| FSBKX | RIREX | FSBKX / RIREX | |
| Total Expense Ratio | 1.58 | 0.62 | 255% |
| Annual Report Gross Expense Ratio | 1.87 | 0.62 | 302% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 12.646 | 16.296 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 119B | 0% |
| Annual Yield % from dividends | 1.61 | 2.90 | 56% |
| Returns for 1 year | 10.37 | 10.21 | 102% |
| Returns for 3 years | 44.11 | 48.95 | 90% |
| Returns for 5 years | 19.21 | 55.39 | 35% |
| Returns for 10 years | 46.17 | 70.11 | 66% |
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