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FSBKX vs RIREX
FSBKX vs RIREX Comparison
Open Charts FSBKX vs RIREX
Federated Hermes Global Allocation R
Price$21.43
Change+$0.07 (+0.33%)
VolumeN/A
Net Assets277.47M
American Funds Capital Income Bldr R4
Price$76.99
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
FSBKX vs RIREX Comparison Chart in %
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FSBKX vs. RIREX commentary
Jul 07, 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: 116B vs. FSBKX (277M). 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 : 15.71 vs. FSBKX (10.97). RIREX return over 5 years is better than : 50.20 vs. FSBKX (17.29).
| 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 | 8.219 | 13.071 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 277M | 116B | 0% |
| Annual Yield % from dividends | 1.65 | 2.97 | 56% |
| Returns for 1 year | 10.97 | 15.71 | 70% |
| Returns for 3 years | 29.17 | 33.22 | 88% |
| Returns for 5 years | 17.29 | 50.20 | 34% |
| Returns for 10 years | 29.49 | 52.98 | 56% |
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