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CFIHX vs FBBYX
CFIHX vs FBBYX Comparison
Open Charts CFIHX vs FBBYX
American Funds Capital Income Bldr F3
Price$72.48
Change-$0.22 (-0.30%)
VolumeN/A
Net Assets109.94B
First Foundation Total Return Y
Price$26.60
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets85.42M
CFIHX vs FBBYX Comparison Chart
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CFIHX vs. FBBYX commentary
May 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 CFIHX is a Buy and FBBYX is a Buy.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 110B vs. FBBYX (85.4M). FBBYX pays higher dividends than CFIHX: FBBYX (5.07) vs CFIHX (3.46). CFIHX was incepted earlier than FBBYX: CFIHX (8 years) vs FBBYX (31 years). FBBYX (0.97) is less costly to investors than CFIHX (0.27). CFIHX is a more actively managed with annual turnover of: 56.00 vs. FBBYX (44.00). FBBYX has a lower initial minimum investment than CFIHX: FBBYX (0) vs CFIHX (1000000). CFIHX annual gain was more profitable for investors over the last year : 10.98 vs. FBBYX (-2.75). FBBYX return over 5 years is better than : 52.52 vs. CFIHX (49.16).
| CFIHX | FBBYX | CFIHX / FBBYX | |
| Total Expense Ratio | 0.27 | 0.97 | 28% |
| Annual Report Gross Expense Ratio | 0.27 | 0.97 | 28% |
| Fund Existence | 8 years | 31 years | - |
| Gain YTD | 5.922 | 2.619 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110B | 85.4M | 128,806% |
| Annual Yield % from dividends | 3.46 | 5.07 | 68% |
| Returns for 1 year | 10.98 | -2.75 | -399% |
| Returns for 3 years | 23.12 | 14.88 | 155% |
| Returns for 5 years | 49.16 | 52.52 | 94% |
| Returns for 10 years | N/A | 41.70 | - |
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