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FSTBX vs RIREX
FSTBX vs RIREX Comparison
Open Charts FSTBX vs RIREX
Federated Hermes Global Allocation A
Price$22.45
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets283.92M
American Funds Capital Income Bldr R4
Price$79.09
Change-$0.06 (-0.08%)
VolumeN/A
Net Assets119.04B
FSTBX vs RIREX Comparison Chart in %
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FSTBX vs. RIREX commentary
Sep 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 StrongBuy and RIREX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 119B vs. FSTBX (284M). RIREX pays higher dividends than FSTBX: RIREX (2.90) vs FSTBX (1.99). 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 annual gain was more profitable for investors over the last year : 12.31 vs. RIREX (11.68). RIREX return over 5 years is better than : 51.85 vs. FSTBX (19.48).
| 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 | 13.038 | 16.827 | 77% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 284M | 119B | 0% |
| Annual Yield % from dividends | 1.99 | 2.90 | 69% |
| Returns for 1 year | 12.31 | 11.68 | 105% |
| Returns for 3 years | 38.74 | 40.81 | 95% |
| Returns for 5 years | 19.48 | 51.85 | 38% |
| Returns for 10 years | 46.25 | 65.83 | 70% |
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