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FSTBX vs RIREX
FSTBX vs RIREX Comparison
Open Charts FSTBX vs RIREX
Federated Hermes Global Allocation A
Price$20.75
Change-$0.17 (-0.81%)
VolumeN/A
Net Assets277.07M
American Funds Capital Income Bldr R4
Price$72.45
Change-$0.25 (-0.34%)
VolumeN/A
Net Assets110.16B
FSTBX vs RIREX Comparison Chart
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FSTBX vs. RIREX commentary
Feb 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 FSTBX is a StrongBuy and RIREX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 110B vs. FSTBX (277M). RIREX pays higher dividends than FSTBX: RIREX (3.26) vs FSTBX (1.51). FSTBX was incepted earlier than RIREX: FSTBX (56 years) vs RIREX (23 years). RIREX is a more actively managed with annual turnover of: 106.00 vs. FSTBX (98.00). 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 : 12.12 vs. FSTBX (10.05). RIREX return over 5 years is better than : 27.73 vs. FSTBX (11.03).
| FSTBX | RIREX | FSTBX / RIREX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 56 years | 23 years | - |
| Gain YTD | 3.080 | 5.091 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 277M | 110B | 0% |
| Annual Yield % from dividends | 1.51 | 3.26 | 46% |
| Returns for 1 year | 10.05 | 12.12 | 83% |
| Returns for 3 years | 11.95 | 13.78 | 87% |
| Returns for 5 years | 11.03 | 27.73 | 40% |
| Returns for 10 years | 24.17 | 35.58 | 68% |