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CIRFX vs FBBAX
CIRFX vs FBBAX Comparison
Open Charts CIRFX vs FBBAX
American Funds Capital Income Bldr 529F
Price$79.19
Change-$0.38 (-0.48%)
VolumeN/A
Net Assets120.21B
First Foundation Total Return A
Price$27.23
Change-$0.27 (-0.98%)
VolumeN/A
Net Assets83.37M
CIRFX vs FBBAX Comparison Chart in %
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CIRFX vs. FBBAX commentary
Oct 10, 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 CIRFX is a Buy and FBBAX is a Hold.
FUNDAMENTALS
Fundamentals
CIRFX has more cash in the bank: 120B vs. FBBAX (83.4M). FBBAX pays higher dividends than CIRFX: FBBAX (4.59) vs CIRFX (3.04). CIRFX was incepted earlier than FBBAX: CIRFX (23 years) vs FBBAX (33 years). FBBAX (1.22) is less costly to investors than CIRFX (0.71). CIRFX is a more actively managed with annual turnover of: 56.00 vs. FBBAX (44.00). CIRFX has a lower initial minimum investment than FBBAX: CIRFX (250) vs FBBAX (1000). CIRFX annual gain was more profitable for investors over the last year : 11.61 vs. FBBAX (-0.18). CIRFX return over 5 years is better than : 57.67 vs. FBBAX (37.59).
| CIRFX | FBBAX | CIRFX / FBBAX | |
| Total Expense Ratio | 0.71 | 1.22 | 58% |
| Annual Report Gross Expense Ratio | 0.71 | 1.22 | 58% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 17.186 | 8.610 | 200% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 83.4M | 143,885% |
| Annual Yield % from dividends | 3.04 | 4.59 | 66% |
| Returns for 1 year | 11.61 | -0.18 | -6,499% |
| Returns for 3 years | 52.38 | 24.16 | 217% |
| Returns for 5 years | 57.67 | 37.59 | 153% |
| Returns for 10 years | 96.03 | 61.09 | 157% |
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