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FSBKX vs RIREX
FSBKX vs RIREX Comparison
Open Charts FSBKX vs RIREX
Federated Hermes Global Allocation R
Price$20.88
Change-$0.17 (-0.81%)
VolumeN/A
Net Assets270.57M
American Funds Capital Income Bldr R4
Price$75.16
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets113.85B
FSBKX vs RIREX Comparison Chart
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FSBKX vs. RIREX commentary
Jun 16, 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: 114B vs. FSBKX (271M). RIREX pays higher dividends than FSBKX: RIREX (3.02) vs FSBKX (1.59). 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). RIREX annual gain was more profitable for investors over the last year : 13.89 vs. FSBKX (8.41). RIREX return over 5 years is better than : 48.32 vs. FSBKX (16.25).
| 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 | 4.997 | 10.384 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 114B | 0% |
| Annual Yield % from dividends | 1.59 | 3.02 | 53% |
| Returns for 1 year | 8.41 | 13.89 | 61% |
| Returns for 3 years | 26.33 | 32.31 | 81% |
| Returns for 5 years | 16.25 | 48.32 | 34% |
| Returns for 10 years | 24.22 | 45.96 | 53% |
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