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FSTBX vs RIREX
FSTBX vs RIREX Comparison
Open Charts FSTBX vs RIREX
Federated Hermes Global Allocation A
Price$22.95
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets284.65M
American Funds Capital Income Bldr R4
Price$80.49
Change-$0.07 (-0.09%)
VolumeN/A
Net Assets121.99B
FSTBX vs RIREX Comparison Chart in %
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FSTBX vs. RIREX commentary
Dec 04, 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 StrongBuy and RIREX is a Hold.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 122B vs. FSTBX (285M). RIREX pays higher dividends than FSTBX: RIREX (2.81) vs FSTBX (1.94). FSTBX was incepted earlier than RIREX: FSTBX (57 years) vs RIREX (24 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 : 13.61 vs. FSTBX (11.87). RIREX return over 5 years is better than : 46.13 vs. FSTBX (14.76).
| 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 | 24 years | - |
| Gain YTD | 15.354 | 18.999 | 81% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285M | 122B | 0% |
| Annual Yield % from dividends | 1.94 | 2.81 | 69% |
| Returns for 1 year | 11.87 | 13.61 | 87% |
| Returns for 3 years | 36.03 | 35.15 | 103% |
| Returns for 5 years | 14.76 | 46.13 | 32% |
| Returns for 10 years | 47.54 | 65.39 | 73% |
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