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CIREX vs FBBYX
CIREX vs FBBYX Comparison
Open Charts CIREX vs FBBYX
American Funds Capital Income Bldr 529E
Price$78.55
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets117.62B
First Foundation Total Return Y
Price$28.59
Change+$0.17 (+0.60%)
VolumeN/A
Net Assets85.43M
CIREX vs FBBYX Comparison Chart in %
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CIREX vs. FBBYX commentary
Sep 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 StrongBuy and FBBYX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 118B vs. FBBYX (85.4M). FBBYX pays higher dividends than CIREX: FBBYX (4.69) vs CIREX (2.69). 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 : 11.63 vs. FBBYX (2.56). CIREX return over 5 years is better than : 53.56 vs. FBBYX (44.20).
| 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 | 15.156 | 10.131 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 85.4M | 138,173% |
| Annual Yield % from dividends | 2.69 | 4.69 | 57% |
| Returns for 1 year | 11.63 | 2.56 | 455% |
| Returns for 3 years | 39.47 | 21.08 | 187% |
| Returns for 5 years | 53.56 | 44.20 | 121% |
| Returns for 10 years | 90.32 | 59.71 | 151% |
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