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FSBKX vs RIREX
FSBKX vs RIREX Comparison
Open Charts FSBKX vs RIREX
Federated Hermes Global Allocation R
Price$20.19
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets274.95M
American Funds Capital Income Bldr R4
Price$69.93
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets106.93B
FSBKX vs RIREX Comparison Chart
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FSBKX vs. RIREX commentary
Jan 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 Hold and RIREX is a Hold.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 107B vs. FSBKX (275M). 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). FSBKX (11.02) and RIREX (10.71) have marching annual gain over last year. RIREX return over 5 years is better than : 22.59 vs. FSBKX (5.65).
| 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 | 0.752 | 1.436 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275M | 107B | 0% |
| Annual Yield % from dividends | 1.13 | 3.26 | 35% |
| Returns for 1 year | 11.02 | 10.71 | 103% |
| Returns for 3 years | 4.55 | 7.41 | 61% |
| Returns for 5 years | 5.65 | 22.59 | 25% |
| Returns for 10 years | 22.50 | 34.07 | 66% |
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