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FSBKX vs RIREX
FSBKX vs RIREX Comparison
Open Charts FSBKX vs RIREX
Federated Hermes Global Allocation R
Price$19.89
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets264.37M
American Funds Capital Income Bldr R4
Price$72.14
Change+$0.14 (+0.19%)
VolumeN/A
Net Assets109.37B
FSBKX vs RIREX Comparison Chart
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FSBKX vs. RIREX commentary
Apr 03, 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: 109B vs. FSBKX (264M). 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 : 9.70 vs. FSBKX (4.01). RIREX return over 5 years is better than : 54.91 vs. FSBKX (28.52).
| 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 | 0.019 | 5.304 | 0% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264M | 109B | 0% |
| Annual Yield % from dividends | 1.66 | 3.13 | 53% |
| Returns for 1 year | 4.01 | 9.70 | 41% |
| Returns for 3 years | 6.17 | 13.51 | 46% |
| Returns for 5 years | 28.52 | 54.91 | 52% |
| Returns for 10 years | 16.63 | 39.33 | 42% |
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