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CIREX vs FBBYX
CIREX vs FBBYX Comparison
Open Charts CIREX vs FBBYX
American Funds Capital Income Bldr 529E
Price$79.19
Change-$0.27 (-0.34%)
VolumeN/A
Net Assets119.54B
First Foundation Total Return Y
Price$27.19
Change-$0.17 (-0.62%)
VolumeN/A
Net Assets76.73M
CIREX vs FBBYX Comparison Chart in %
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CIREX vs. FBBYX commentary
Nov 20, 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 Hold and FBBYX is a Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 120B vs. FBBYX (76.7M). FBBYX pays higher dividends than CIREX: FBBYX (4.87) 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 : 12.87 vs. FBBYX (-0.40). CIREX return over 5 years is better than : 49.53 vs. FBBYX (28.12).
| 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 | 16.695 | 5.393 | 310% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 76.7M | 156,454% |
| Annual Yield % from dividends | 2.67 | 4.87 | 55% |
| Returns for 1 year | 12.87 | -0.40 | -3,226% |
| Returns for 3 years | 37.58 | 10.53 | 357% |
| Returns for 5 years | 49.53 | 28.12 | 176% |
| Returns for 10 years | 88.12 | 49.34 | 179% |
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