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CIREX vs FBBYX
CIREX vs FBBYX Comparison
Open Charts CIREX vs FBBYX
American Funds Capital Income Bldr 529E
Price$79.77
Change+$0.33 (+0.42%)
VolumeN/A
Net Assets119.9B
First Foundation Total Return Y
Price$28.62
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets84.84M
CIREX vs FBBYX Comparison Chart in %
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CIREX vs. FBBYX commentary
Oct 04, 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 Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 120B vs. FBBYX (84.8M). 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 : 12.27 vs. FBBYX (1.62). CIREX return over 5 years is better than : 58.95 vs. FBBYX (45.07).
| 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 | 17.550 | 10.092 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 84.8M | 141,509% |
| Annual Yield % from dividends | 2.67 | 4.72 | 57% |
| Returns for 1 year | 12.27 | 1.62 | 757% |
| Returns for 3 years | 46.11 | 23.43 | 197% |
| Returns for 5 years | 58.95 | 45.07 | 131% |
| Returns for 10 years | 92.04 | 60.90 | 151% |
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