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FSTBX vs RIREX
FSTBX vs RIREX Comparison
Open Charts FSTBX vs RIREX
Federated Hermes Global Allocation A
Price$21.50
Change+$0.06 (+0.28%)
VolumeN/A
Net Assets274.47M
American Funds Capital Income Bldr R4
Price$76.63
Change+$0.31 (+0.41%)
VolumeN/A
Net Assets115.4B
FSTBX vs RIREX Comparison Chart in %
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FSTBX vs. RIREX commentary
Jul 17, 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: 115B vs. FSTBX (274M). 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 : 12.31 vs. FSTBX (7.91). RIREX return over 5 years is better than : 47.54 vs. FSTBX (16.43).
| 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 | 7.520 | 12.543 | 60% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 274M | 115B | 0% |
| Annual Yield % from dividends | 2.04 | 2.97 | 69% |
| Returns for 1 year | 7.91 | 12.31 | 64% |
| Returns for 3 years | 31.20 | 34.52 | 90% |
| Returns for 5 years | 16.43 | 47.54 | 35% |
| Returns for 10 years | 31.51 | 49.15 | 64% |
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