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FSBKX vs RIREX
FSBKX vs RIREX Comparison
Open Charts FSBKX vs RIREX
Federated Hermes Global Allocation R
Price$20.55
Change-$0.18 (-0.87%)
VolumeN/A
Net Assets277.07M
American Funds Capital Income Bldr R4
Price$72.45
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
FSBKX vs RIREX Comparison Chart
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FSBKX vs. RIREX commentary
Feb 23, 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 StrongBuy and RIREX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 110B vs. FSBKX (277M). RIREX pays higher dividends than FSBKX: RIREX (3.26) vs FSBKX (1.13). FSBKX was incepted earlier than RIREX: FSBKX (22 years) vs RIREX (23 years). RIREX is a more actively managed with annual turnover of: 106.00 vs. FSBKX (98.00). 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 : 12.12 vs. FSBKX (9.58). RIREX return over 5 years is better than : 27.73 vs. FSBKX (8.50).
| FSBKX | RIREX | FSBKX / RIREX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 3.008 | 5.091 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 277M | 110B | 0% |
| Annual Yield % from dividends | 1.13 | 3.26 | 35% |
| Returns for 1 year | 9.58 | 12.12 | 79% |
| Returns for 3 years | 10.48 | 13.78 | 76% |
| Returns for 5 years | 8.50 | 27.73 | 31% |
| Returns for 10 years | 19.74 | 35.58 | 55% |
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