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FSBKX vs RIREX
FSBKX vs RIREX Comparison
Open Charts FSBKX vs RIREX
Federated Hermes Global Allocation R
Price$22.19
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets288.35M
American Funds Capital Income Bldr R4
Price$78.40
Change+$0.31 (+0.40%)
VolumeN/A
Net Assets120.79B
FSBKX vs RIREX Comparison Chart in %
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FSBKX vs. RIREX commentary
Jan 16, 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 Hold and RIREX is a Hold.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 121B vs. FSBKX (288M). RIREX pays higher dividends than FSBKX: RIREX (2.86) vs FSBKX (1.73). 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 : 17.89 vs. FSBKX (14.00). RIREX return over 5 years is better than : 40.41 vs. FSBKX (7.28).
| 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 | 1.603 | 1.964 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288M | 121B | 0% |
| Annual Yield % from dividends | 1.73 | 2.86 | 61% |
| Returns for 1 year | 14.00 | 17.89 | 78% |
| Returns for 3 years | 31.13 | 32.82 | 95% |
| Returns for 5 years | 7.28 | 40.41 | 18% |
| Returns for 10 years | 53.32 | 75.07 | 71% |
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