Interact to see
Advertisement
Advertisement
FSBKX vs RIREX
FSBKX vs RIREX Comparison
Open Charts FSBKX vs RIREX
Federated Hermes Global Allocation R
Price$20.51
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets269M
American Funds Capital Income Bldr R4
Price$73.75
Change-$0.06 (-0.08%)
VolumeN/A
Net Assets111.46B
FSBKX vs RIREX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSBKX vs. RIREX commentary
May 23, 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: 111B vs. FSBKX (269M). RIREX pays higher dividends than FSBKX: RIREX (3.12) vs FSBKX (1.64). 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 : 10.73 vs. FSBKX (7.03). RIREX return over 5 years is better than : 50.27 vs. FSBKX (19.05).
| 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 | 3.136 | 7.654 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269M | 111B | 0% |
| Annual Yield % from dividends | 1.64 | 3.12 | 53% |
| Returns for 1 year | 7.03 | 10.73 | 66% |
| Returns for 3 years | 18.32 | 21.90 | 84% |
| Returns for 5 years | 19.05 | 50.27 | 38% |
| Returns for 10 years | 19.07 | 38.79 | 49% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement