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FSBKX vs RIREX
FSBKX vs RIREX Comparison
Open Charts FSBKX vs RIREX
Federated Hermes Global Allocation R
Price$22.45
Change+$0.12 (+0.54%)
VolumeN/A
Net Assets288.88M
American Funds Capital Income Bldr R4
Price$79.63
Change+$0.39 (+0.49%)
VolumeN/A
Net Assets120.79B
FSBKX vs RIREX Comparison Chart in %
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FSBKX vs. RIREX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 121B vs. FSBKX (289M). RIREX pays higher dividends than FSBKX: RIREX (2.77) vs FSBKX (1.69). FSBKX was incepted earlier than RIREX: FSBKX (23 years) vs RIREX (24 years). FSBKX (1.87) is less costly to investors than RIREX (0.61). FSBKX is a more actively managed with annual turnover of: 102.00 vs. RIREX (50.00). 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 : 16.14 vs. FSBKX (12.28). RIREX return over 5 years is better than : 42.86 vs. FSBKX (7.23).
| FSBKX | RIREX | FSBKX / RIREX | |
| Total Expense Ratio | 1.58 | 0.61 | 259% |
| Annual Report Gross Expense Ratio | 1.87 | 0.61 | 307% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 2.793 | 3.564 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 121B | 0% |
| Annual Yield % from dividends | 1.69 | 2.77 | 61% |
| Returns for 1 year | 12.28 | 16.14 | 76% |
| Returns for 3 years | 30.68 | 35.09 | 87% |
| Returns for 5 years | 7.23 | 42.86 | 17% |
| Returns for 10 years | 55.12 | 73.02 | 75% |
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