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CIREX vs FBBAX
CIREX vs FBBAX Comparison
Open Charts CIREX vs FBBAX
American Funds Capital Income Bldr 529E
Price$77.33
Change+$0.32 (+0.42%)
VolumeN/A
Net Assets116.29B
First Foundation Total Return A
Price$27.94
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets87.41M
CIREX vs FBBAX Comparison Chart in %
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CIREX vs. FBBAX commentary
Aug 08, 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 Buy and FBBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 116B vs. FBBAX (87.4M). FBBAX pays higher dividends than CIREX: FBBAX (4.58) vs CIREX (2.76). CIREX was incepted earlier than FBBAX: CIREX (23 years) vs FBBAX (32 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 : 15.42 vs. FBBAX (6.03). CIREX return over 5 years is better than : 51.76 vs. FBBAX (42.81).
| CIREX | FBBAX | CIREX / FBBAX | |
| Total Expense Ratio | 0.85 | 1.22 | 70% |
| Annual Report Gross Expense Ratio | 0.85 | 1.22 | 70% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 13.368 | 10.150 | 132% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 87.4M | 132,723% |
| Annual Yield % from dividends | 2.76 | 4.58 | 60% |
| Returns for 1 year | 15.42 | 6.03 | 256% |
| Returns for 3 years | 32.36 | 16.63 | 195% |
| Returns for 5 years | 51.76 | 42.81 | 121% |
| Returns for 10 years | 77.48 | 60.25 | 129% |
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