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FSTBX vs RIREX
FSTBX vs RIREX Comparison
Open Charts FSTBX vs RIREX
Federated Hermes Global Allocation A
Price$21.09
Change+$0.08 (+0.38%)
VolumeN/A
Net Assets269.88M
American Funds Capital Income Bldr R4
Price$75.25
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets113.5B
FSTBX vs RIREX Comparison Chart
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FSTBX vs. RIREX commentary
Jun 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 FSTBX is a Buy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 113B vs. FSTBX (270M). RIREX pays higher dividends than FSTBX: RIREX (3.02) vs FSTBX (1.98). FSTBX was incepted earlier than RIREX: FSTBX (56 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 : 13.01 vs. FSTBX (8.58). RIREX return over 5 years is better than : 42.81 vs. FSTBX (15.52).
| FSTBX | RIREX | FSTBX / RIREX | |
| Total Expense Ratio | 1.15 | 0.62 | 185% |
| Annual Report Gross Expense Ratio | 1.44 | 0.62 | 232% |
| Fund Existence | 56 years | 23 years | - |
| Gain YTD | 4.815 | 9.843 | 49% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270M | 113B | 0% |
| Annual Yield % from dividends | 1.98 | 3.02 | 65% |
| Returns for 1 year | 8.58 | 13.01 | 66% |
| Returns for 3 years | 18.45 | 21.25 | 87% |
| Returns for 5 years | 15.52 | 42.81 | 36% |
| Returns for 10 years | 29.39 | 46.07 | 64% |
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