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FSBCX vs RIREX
FSBCX vs RIREX Comparison
Open Charts FSBCX vs RIREX
Federated Hermes Global Allocation C
Price$21.42
Change+$0.06 (+0.28%)
VolumeN/A
Net Assets282.05M
American Funds Capital Income Bldr R4
Price$78.67
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets118.23B
FSBCX vs RIREX Comparison Chart in %
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FSBCX vs. RIREX commentary
Sep 09, 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 FSBCX is a Buy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 118B vs. FSBCX (282M). RIREX pays higher dividends than FSBCX: RIREX (2.90) vs FSBCX (1.34). FSBCX was incepted earlier than RIREX: FSBCX (32 years) vs RIREX (23 years). FSBCX (2.20) is less costly to investors than RIREX (0.62). FSBCX is a more actively managed with annual turnover of: 102.00 vs. RIREX (56.00). RIREX has a lower initial minimum investment than FSBCX: RIREX (250) vs FSBCX (1500). RIREX (13.18) and FSBCX (12.72) have marching annual gain over last year. RIREX return over 5 years is better than : 49.56 vs. FSBCX (12.97).
| FSBCX | RIREX | FSBCX / RIREX | |
| Total Expense Ratio | 1.95 | 0.62 | 315% |
| Annual Report Gross Expense Ratio | 2.20 | 0.62 | 355% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 11.012 | 15.539 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 282M | 118B | 0% |
| Annual Yield % from dividends | 1.34 | 2.90 | 46% |
| Returns for 1 year | 12.72 | 13.18 | 96% |
| Returns for 3 years | 30.54 | 35.33 | 86% |
| Returns for 5 years | 12.97 | 49.56 | 26% |
| Returns for 10 years | 34.67 | 62.93 | 55% |
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