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FSTBX vs RIREX
FSTBX vs RIREX Comparison
Open Charts FSTBX vs RIREX
Federated Hermes Global Allocation A
Price$22.54
Change-$0.12 (-0.53%)
VolumeN/A
Net Assets285.75M
American Funds Capital Income Bldr R4
Price$79.51
Change-$0.08 (-0.10%)
VolumeN/A
Net Assets120.2B
FSTBX vs RIREX Comparison Chart in %
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FSTBX vs. RIREX commentary
Oct 08, 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: 120B vs. FSTBX (286M). RIREX pays higher dividends than FSTBX: RIREX (2.89) vs FSTBX (1.97). 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). FSTBX (12.92) and RIREX (12.33) have marching annual gain over last year. RIREX return over 5 years is better than : 52.35 vs. FSTBX (19.67).
| 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 | 14.096 | 17.448 | 81% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 286M | 120B | 0% |
| Annual Yield % from dividends | 1.97 | 2.89 | 68% |
| Returns for 1 year | 12.92 | 12.33 | 105% |
| Returns for 3 years | 46.37 | 49.73 | 93% |
| Returns for 5 years | 19.67 | 52.35 | 38% |
| Returns for 10 years | 46.75 | 61.98 | 75% |
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