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FSBKX vs RIREX
FSBKX vs RIREX Comparison
Open Charts FSBKX vs RIREX
Federated Hermes Global Allocation R
Price$21.60
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets278.23M
American Funds Capital Income Bldr R4
Price$77.67
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
FSBKX vs RIREX Comparison Chart in %
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FSBKX vs. RIREX commentary
Jul 27, 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: 117B vs. FSBKX (278M). RIREX pays higher dividends than FSBKX: RIREX (2.97) vs FSBKX (1.65). 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 : 14.95 vs. FSBKX (12.48). RIREX return over 5 years is better than : 50.00 vs. FSBKX (15.66).
| 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 | 9.077 | 14.070 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 278M | 117B | 0% |
| Annual Yield % from dividends | 1.65 | 2.97 | 56% |
| Returns for 1 year | 12.48 | 14.95 | 83% |
| Returns for 3 years | 29.68 | 34.14 | 87% |
| Returns for 5 years | 15.66 | 50.00 | 31% |
| Returns for 10 years | 30.66 | 53.10 | 58% |
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