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CIRAX vs FBBYX
CIRAX vs FBBYX Comparison
Open Charts CIRAX vs FBBYX
American Funds Capital Income Bldr 529A
Price$73.11
Change-$0.05 (-0.07%)
VolumeN/A
Net Assets110.6B
First Foundation Total Return Y
Price$27.11
Change+$0.31 (+1.16%)
VolumeN/A
Net Assets85.37M
CIRAX vs FBBYX Comparison Chart
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CIRAX vs. FBBYX commentary
May 14, 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 CIRAX is a Buy and FBBYX is a Buy.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 111B vs. FBBYX (85.4M). FBBYX pays higher dividends than CIRAX: FBBYX (5.07) vs CIRAX (3.12). CIRAX was incepted earlier than FBBYX: CIRAX (23 years) vs FBBYX (31 years). FBBYX (0.97) is less costly to investors than CIRAX (0.62). CIRAX is a more actively managed with annual turnover of: 56.00 vs. FBBYX (44.00). FBBYX has a lower initial minimum investment than CIRAX: FBBYX (0) vs CIRAX (250). CIRAX annual gain was more profitable for investors over the last year : 10.49 vs. FBBYX (-3.43). CIRAX (58.39) and FBBYX (58.23) have equivalent 5 years return.
| CIRAX | FBBYX | CIRAX / FBBYX | |
| Total Expense Ratio | 0.62 | 0.97 | 64% |
| Annual Report Gross Expense Ratio | 0.62 | 0.97 | 64% |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | 6.722 | 2.465 | 273% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 85.4M | 129,977% |
| Annual Yield % from dividends | 3.12 | 5.07 | 61% |
| Returns for 1 year | 10.49 | -3.43 | -306% |
| Returns for 3 years | 24.25 | 12.98 | 187% |
| Returns for 5 years | 58.39 | 58.23 | 100% |
| Returns for 10 years | 65.65 | 40.45 | 162% |
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