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CIRFX vs FBBAX
CIRFX vs FBBAX Comparison
Open Charts CIRFX vs FBBAX
American Funds Capital Income Bldr 529F
Price$75.22
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets113.5B
First Foundation Total Return A
Price$27.18
Change+$0.30 (+1.12%)
VolumeN/A
Net Assets87M
CIRFX vs FBBAX Comparison Chart
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CIRFX vs. FBBAX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
CIRFX has more cash in the bank: 113B vs. FBBAX (87M). FBBAX pays higher dividends than CIRFX: FBBAX (4.75) vs CIRFX (3.17). CIRFX was incepted earlier than FBBAX: CIRFX (23 years) vs FBBAX (32 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 : 13.17 vs. FBBAX (-0.51). CIRFX return over 5 years is better than : 50.56 vs. FBBAX (41.13).
| 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 | 32 years | - |
| Gain YTD | 9.905 | 6.161 | 161% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 87M | 129,885% |
| Annual Yield % from dividends | 3.17 | 4.75 | 67% |
| Returns for 1 year | 13.17 | -0.51 | -2,596% |
| Returns for 3 years | 24.32 | 9.50 | 256% |
| Returns for 5 years | 50.56 | 41.13 | 123% |
| Returns for 10 years | 80.34 | 51.69 | 155% |
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