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CIREX vs FBBYX
CIREX vs FBBYX Comparison
Open Charts CIREX vs FBBYX
American Funds Capital Income Bldr 529E
Price$73.15
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
CIREX vs FBBYX Comparison Chart
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CIREX 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 CIREX is a Buy and FBBYX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 111B vs. FBBYX (85.4M). FBBYX pays higher dividends than CIREX: FBBYX (5.07) vs CIREX (2.89). CIREX was incepted earlier than FBBYX: CIREX (23 years) vs FBBYX (31 years). FBBYX (0.97) is less costly to investors than CIREX (0.85). CIREX is a more actively managed with annual turnover of: 56.00 vs. FBBYX (44.00). FBBYX has a lower initial minimum investment than CIREX: FBBYX (0) vs CIREX (250). CIREX annual gain was more profitable for investors over the last year : 10.26 vs. FBBYX (-3.43). FBBYX (58.23) and CIREX (56.62) have equivalent 5 years return.
| CIREX | FBBYX | CIREX / FBBYX | |
| Total Expense Ratio | 0.85 | 0.97 | 88% |
| Annual Report Gross Expense Ratio | 0.85 | 0.97 | 88% |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | 6.647 | 2.465 | 270% |
| Front Load | N/A | 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 | 2.89 | 5.07 | 57% |
| Returns for 1 year | 10.26 | -3.43 | -299% |
| Returns for 3 years | 23.41 | 12.98 | 180% |
| Returns for 5 years | 56.62 | 58.23 | 97% |
| Returns for 10 years | 61.99 | 40.45 | 153% |
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