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FSTBX vs RIREX
FSTBX vs RIREX Comparison
Open Charts FSTBX vs RIREX
Federated Hermes Global Allocation A
Price$22.19
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets281.29M
American Funds Capital Income Bldr R4
Price$78.54
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets118.23B
FSTBX vs RIREX Comparison Chart in %
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FSTBX 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 FSTBX is a Buy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 118B vs. FSTBX (281M). RIREX pays higher dividends than FSTBX: RIREX (2.90) vs FSTBX (1.99). 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). FSTBX (12.18) and RIREX (11.89) have marching annual gain over last year. RIREX return over 5 years is better than : 49.49 vs. FSTBX (17.28).
| 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 | 11.282 | 15.348 | 74% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 281M | 118B | 0% |
| Annual Yield % from dividends | 1.99 | 2.90 | 69% |
| Returns for 1 year | 12.18 | 11.89 | 102% |
| Returns for 3 years | 36.10 | 38.28 | 94% |
| Returns for 5 years | 17.28 | 49.49 | 35% |
| Returns for 10 years | 43.65 | 61.97 | 70% |
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