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CIREX vs FBBYX
CIREX vs FBBYX Comparison
Open Charts CIREX vs FBBYX
American Funds Capital Income Bldr 529E
Price$75.76
Change+$0.41 (+0.54%)
VolumeN/A
Net Assets114.08B
First Foundation Total Return Y
Price$28.02
Change-$0.05 (-0.18%)
VolumeN/A
Net Assets88.46M
CIREX vs FBBYX Comparison Chart
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CIREX vs. FBBYX commentary
Jun 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: 114B vs. FBBYX (88.5M). FBBYX pays higher dividends than CIREX: FBBYX (4.90) vs CIREX (2.80). CIREX was incepted earlier than FBBYX: CIREX (23 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 : 14.65 vs. FBBYX (2.33). CIREX (54.49) and FBBYX (51.94) 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 | 32 years | - |
| Gain YTD | 11.066 | 8.128 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114B | 88.5M | 128,814% |
| Annual Yield % from dividends | 2.80 | 4.90 | 57% |
| Returns for 1 year | 14.65 | 2.33 | 630% |
| Returns for 3 years | 33.33 | 20.37 | 164% |
| Returns for 5 years | 54.49 | 51.94 | 105% |
| Returns for 10 years | 74.78 | 50.92 | 147% |
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