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FSTBX vs RIREX
FSTBX vs RIREX Comparison
Open Charts FSTBX vs RIREX
Federated Hermes Global Allocation A
Price$19.68
Change-$0.47 (-2.33%)
VolumeN/A
Net Assets266.17M
American Funds Capital Income Bldr R4
Price$71.06
Change-$1.20 (-1.66%)
VolumeN/A
Net Assets109.78B
FSTBX vs RIREX Comparison Chart
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FSTBX vs. RIREX commentary
Apr 04, 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 Hold and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 110B vs. FSTBX (266M). RIREX pays higher dividends than FSTBX: RIREX (3.13) vs FSTBX (2.06). 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). 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 : 8.34 vs. FSTBX (2.69). RIREX return over 5 years is better than : 54.17 vs. FSTBX (30.52).
| 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 | -1.820 | 3.727 | -49% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266M | 110B | 0% |
| Annual Yield % from dividends | 2.06 | 3.13 | 66% |
| Returns for 1 year | 2.69 | 8.34 | 32% |
| Returns for 3 years | 5.16 | 11.68 | 44% |
| Returns for 5 years | 30.52 | 54.17 | 56% |
| Returns for 10 years | 18.20 | 36.29 | 50% |
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