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FSBKX vs RIREX
FSBKX vs RIREX Comparison
Open Charts FSBKX vs RIREX
Federated Hermes Global Allocation R
Price$22.79
Change+$0.06 (+0.26%)
VolumeN/A
Net Assets285.53M
American Funds Capital Income Bldr R4
Price$80.49
Change-$0.07 (-0.09%)
VolumeN/A
Net Assets121.99B
FSBKX vs RIREX Comparison Chart in %
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FSBKX vs. RIREX commentary
Dec 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 FSBKX is a StrongBuy and RIREX is a Hold.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 122B vs. FSBKX (286M). RIREX pays higher dividends than FSBKX: RIREX (2.81) vs FSBKX (1.56). FSBKX was incepted earlier than RIREX: FSBKX (23 years) vs RIREX (24 years). FSBKX (1.87) is less costly to investors than RIREX (0.62). FSBKX is a more actively managed with annual turnover of: 102.00 vs. RIREX (56.00). FSBKX has a lower initial minimum investment than RIREX: FSBKX (0) vs RIREX (250). RIREX annual gain was more profitable for investors over the last year : 13.61 vs. FSBKX (11.41). RIREX return over 5 years is better than : 46.13 vs. FSBKX (12.22).
| FSBKX | RIREX | FSBKX / RIREX | |
| Total Expense Ratio | 1.58 | 0.62 | 255% |
| Annual Report Gross Expense Ratio | 1.87 | 0.62 | 302% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 14.925 | 18.999 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 286M | 122B | 0% |
| Annual Yield % from dividends | 1.56 | 2.81 | 56% |
| Returns for 1 year | 11.41 | 13.61 | 84% |
| Returns for 3 years | 34.31 | 35.15 | 98% |
| Returns for 5 years | 12.22 | 46.13 | 26% |
| Returns for 10 years | 42.22 | 65.39 | 65% |
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