Interact to see
Advertisement
Advertisement
FSTBX vs RIREX
FSTBX vs RIREX Comparison
Open Charts FSTBX vs RIREX
Federated Hermes Global Allocation A
Price$21.80
Change+$0.06 (+0.28%)
VolumeN/A
Net Assets276.8M
American Funds Capital Income Bldr R4
Price$77.45
Change+$0.15 (+0.19%)
VolumeN/A
Net Assets116.75B
FSTBX vs RIREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSTBX vs. RIREX commentary
Aug 10, 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 FSTBX is a StrongBuy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 117B vs. FSTBX (277M). RIREX pays higher dividends than FSTBX: RIREX (2.97) vs FSTBX (2.04). FSTBX was incepted earlier than RIREX: FSTBX (57 years) vs RIREX (23 years). FSTBX (1.44) is less costly to investors than RIREX (0.62). FSTBX is a more actively managed with annual turnover of: 102.00 vs. RIREX (56.00). RIREX has a lower initial minimum investment than FSTBX: RIREX (250) vs FSTBX (1500). RIREX annual gain was more profitable for investors over the last year : 14.47 vs. FSTBX (13.68). RIREX return over 5 years is better than : 48.01 vs. FSTBX (15.58).
| FSTBX | RIREX | FSTBX / RIREX | |
| Total Expense Ratio | 1.15 | 0.62 | 185% |
| Annual Report Gross Expense Ratio | 1.44 | 0.62 | 232% |
| Fund Existence | 57 years | 23 years | - |
| Gain YTD | 9.025 | 13.747 | 66% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 277M | 117B | 0% |
| Annual Yield % from dividends | 2.04 | 2.97 | 69% |
| Returns for 1 year | 13.68 | 14.47 | 94% |
| Returns for 3 years | 27.92 | 31.49 | 89% |
| Returns for 5 years | 15.58 | 48.01 | 32% |
| Returns for 10 years | 35.38 | 52.25 | 68% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement