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CIREX vs FBBAX
CIREX vs FBBAX Comparison
Open Charts CIREX vs FBBAX
American Funds Capital Income Bldr 529E
Price$75.27
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets113.5B
First Foundation Total Return A
Price$27.18
Change+$0.30 (+1.12%)
VolumeN/A
Net Assets87M
CIREX vs FBBAX Comparison Chart
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CIREX vs. FBBAX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 113B vs. FBBAX (87M). FBBAX pays higher dividends than CIREX: FBBAX (4.75) vs CIREX (2.80). 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 : 12.76 vs. FBBAX (-0.51). CIREX return over 5 years is better than : 47.66 vs. FBBAX (41.13).
| 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 | 9.737 | 6.161 | 158% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 87M | 129,885% |
| Annual Yield % from dividends | 2.80 | 4.75 | 59% |
| Returns for 1 year | 12.76 | -0.51 | -2,516% |
| Returns for 3 years | 22.91 | 9.50 | 241% |
| Returns for 5 years | 47.66 | 41.13 | 116% |
| Returns for 10 years | 72.92 | 51.69 | 141% |
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