Interact to see
Advertisement
Advertisement
CIREX vs FBBAX
CIREX vs FBBAX Comparison
Open Charts CIREX vs FBBAX
American Funds Capital Income Bldr 529E
Price$78.33
Change-$0.12 (-0.15%)
VolumeN/A
Net Assets117.97B
First Foundation Total Return A
Price$27.90
Change-$0.12 (-0.43%)
VolumeN/A
Net Assets87.02M
CIREX vs FBBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CIREX vs. FBBAX commentary
Sep 01, 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 CIREX is a StrongBuy and FBBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 118B vs. FBBAX (87M). FBBAX pays higher dividends than CIREX: FBBAX (4.56) vs CIREX (2.69). CIREX was incepted earlier than FBBAX: CIREX (24 years) vs FBBAX (33 years). FBBAX (1.22) is less costly to investors than CIREX (0.85). CIREX is a more actively managed with annual turnover of: 56.00 vs. FBBAX (44.00). CIREX has a lower initial minimum investment than FBBAX: CIREX (250) vs FBBAX (1000). CIREX annual gain was more profitable for investors over the last year : 10.69 vs. FBBAX (1.31). CIREX return over 5 years is better than : 51.93 vs. FBBAX (39.71).
| CIREX | FBBAX | CIREX / FBBAX | |
| Total Expense Ratio | 0.85 | 1.22 | 70% |
| Annual Report Gross Expense Ratio | 0.85 | 1.22 | 70% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 14.834 | 10.190 | 146% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 87M | 135,632% |
| Annual Yield % from dividends | 2.69 | 4.56 | 59% |
| Returns for 1 year | 10.69 | 1.31 | 817% |
| Returns for 3 years | 37.06 | 20.08 | 185% |
| Returns for 5 years | 51.93 | 39.71 | 131% |
| Returns for 10 years | 93.35 | 61.93 | 151% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement