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FSTBX vs RIREX
FSTBX vs RIREX Comparison
Open Charts FSTBX vs RIREX
Federated Hermes Global Allocation A
Price$21.63
Change+$0.07 (+0.32%)
VolumeN/A
Net Assets277.47M
American Funds Capital Income Bldr R4
Price$76.99
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
FSTBX vs RIREX Comparison Chart in %
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FSTBX vs. RIREX commentary
Jul 06, 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 Buy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 116B vs. FSTBX (277M). RIREX pays higher dividends than FSTBX: RIREX (2.97) vs FSTBX (2.04). FSTBX was incepted earlier than RIREX: FSTBX (57 years) vs RIREX (23 years). FSTBX (1.44) is less costly to investors than RIREX (0.62). FSTBX is a more actively managed with annual turnover of: 102.00 vs. RIREX (56.00). RIREX has a lower initial minimum investment than FSTBX: RIREX (250) vs FSTBX (1500). RIREX annual gain was more profitable for investors over the last year : 15.71 vs. FSTBX (11.45). RIREX return over 5 years is better than : 50.20 vs. FSTBX (19.98).
| FSTBX | RIREX | FSTBX / RIREX | |
| Total Expense Ratio | 1.15 | 0.62 | 185% |
| Annual Report Gross Expense Ratio | 1.44 | 0.62 | 232% |
| Fund Existence | 57 years | 23 years | - |
| Gain YTD | 8.473 | 13.071 | 65% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 277M | 116B | 0% |
| Annual Yield % from dividends | 2.04 | 2.97 | 69% |
| Returns for 1 year | 11.45 | 15.71 | 73% |
| Returns for 3 years | 30.85 | 33.22 | 93% |
| Returns for 5 years | 19.98 | 50.20 | 40% |
| Returns for 10 years | 34.33 | 52.98 | 65% |
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