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FSBKX vs RIREX
FSBKX vs RIREX Comparison
Open Charts FSBKX vs RIREX
Federated Hermes Global Allocation R
Price$19.59
Change+$0.16 (+0.82%)
VolumeN/A
Net Assets256.83M
American Funds Capital Income Bldr R4
Price$70.70
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets106.48B
FSBKX vs RIREX Comparison Chart
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FSBKX vs. RIREX commentary
Apr 24, 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: 106B vs. FSBKX (257M). RIREX pays higher dividends than FSBKX: RIREX (3.13) vs FSBKX (1.66). 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 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 : 8.88 vs. FSBKX (4.23). RIREX return over 5 years is better than : 44.31 vs. FSBKX (17.07).
| 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 | -2.295 | 2.545 | -90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 257M | 106B | 0% |
| Annual Yield % from dividends | 1.66 | 3.13 | 53% |
| Returns for 1 year | 4.23 | 8.88 | 48% |
| Returns for 3 years | 8.43 | 13.26 | 64% |
| Returns for 5 years | 17.07 | 44.31 | 39% |
| Returns for 10 years | 12.15 | 31.81 | 38% |
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