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CIREX vs FBBYX
CIREX vs FBBYX Comparison
Open Charts CIREX vs FBBYX
American Funds Capital Income Bldr 529E
Price$79.86
Change+$0.27 (+0.34%)
VolumeN/A
Net Assets120.38B
First Foundation Total Return Y
Price$28.09
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets80.73M
CIREX vs FBBYX Comparison Chart in %
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CIREX vs. FBBYX commentary
Oct 28, 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: 120B vs. FBBYX (80.7M). FBBYX pays higher dividends than CIREX: FBBYX (4.72) vs CIREX (2.67). CIREX was incepted earlier than FBBYX: CIREX (24 years) vs FBBYX (32 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 : 12.22 vs. FBBYX (0.05). CIREX return over 5 years is better than : 57.56 vs. FBBYX (40.19).
| CIREX | FBBYX | CIREX / FBBYX | |
| Total Expense Ratio | 0.85 | 0.97 | 88% |
| Annual Report Gross Expense Ratio | 0.85 | 0.97 | 88% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 17.682 | 8.205 | 216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 80.7M | 148,699% |
| Annual Yield % from dividends | 2.67 | 4.72 | 57% |
| Returns for 1 year | 12.22 | 0.05 | 26,113% |
| Returns for 3 years | 47.04 | 19.53 | 241% |
| Returns for 5 years | 57.56 | 40.19 | 143% |
| Returns for 10 years | 88.00 | 53.65 | 164% |
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