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FSBKX vs RIREX
FSBKX vs RIREX Comparison
Open Charts FSBKX vs RIREX
Federated Hermes Global Allocation R
Price$22.27
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets283.08M
American Funds Capital Income Bldr R4
Price$79.25
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.59B
FSBKX vs RIREX Comparison Chart in %
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FSBKX vs. RIREX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 120B vs. FSBKX (283M). RIREX pays higher dividends than FSBKX: RIREX (2.89) vs FSBKX (1.59). FSBKX was incepted earlier than RIREX: FSBKX (23 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 (11.01) and RIREX (10.74) have marching annual gain over last year. RIREX return over 5 years is better than : 52.42 vs. FSBKX (15.67).
| FSBKX | RIREX | FSBKX / RIREX | |
| Total Expense Ratio | 1.58 | 0.62 | 255% |
| Annual Report Gross Expense Ratio | 1.87 | 0.62 | 302% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 12.798 | 17.064 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 120B | 0% |
| Annual Yield % from dividends | 1.59 | 2.89 | 55% |
| Returns for 1 year | 11.01 | 10.74 | 103% |
| Returns for 3 years | 42.64 | 47.56 | 90% |
| Returns for 5 years | 15.67 | 52.42 | 30% |
| Returns for 10 years | 39.91 | 60.42 | 66% |
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