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FSTBX vs RIREX
FSTBX vs RIREX Comparison
Open Charts FSTBX vs RIREX
Federated Hermes Global Allocation A
Price$21.96
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets279.13M
American Funds Capital Income Bldr R4
Price$77.99
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
FSTBX vs RIREX Comparison Chart in %
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FSTBX vs. RIREX commentary
Aug 18, 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 (279M). 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 : 12.52 vs. FSTBX (11.79). RIREX return over 5 years is better than : 48.17 vs. FSTBX (16.23).
| 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 | 10.128 | 14.540 | 70% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 118B | 0% |
| Annual Yield % from dividends | 2.04 | 2.97 | 69% |
| Returns for 1 year | 11.79 | 12.52 | 94% |
| Returns for 3 years | 26.75 | 29.65 | 90% |
| Returns for 5 years | 16.23 | 48.17 | 34% |
| Returns for 10 years | 37.05 | 53.55 | 69% |
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