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FSTBX vs RIREX
FSTBX vs RIREX Comparison
Open Charts FSTBX vs RIREX
Federated Hermes Global Allocation A
Price$20.37
Change+$0.09 (+0.44%)
VolumeN/A
Net Assets274.95M
American Funds Capital Income Bldr R4
Price$69.93
Change+$0.35 (+0.50%)
VolumeN/A
Net Assets106.93B
FSTBX vs RIREX Comparison Chart
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FSTBX vs. RIREX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 107B vs. FSTBX (275M). 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). FSTBX annual gain was more profitable for investors over the last year : 11.99 vs. RIREX (10.71). RIREX return over 5 years is better than : 22.59 vs. FSTBX (8.51).
| 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 | 1.192 | 1.436 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275M | 107B | 0% |
| Annual Yield % from dividends | 1.51 | 3.26 | 46% |
| Returns for 1 year | 11.99 | 10.71 | 112% |
| Returns for 3 years | 6.36 | 7.41 | 86% |
| Returns for 5 years | 8.51 | 22.59 | 38% |
| Returns for 10 years | 27.59 | 34.07 | 81% |
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