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CIRFX vs FBBAX
CIRFX vs FBBAX Comparison
Open Charts CIRFX vs FBBAX
American Funds Capital Income Bldr 529F
Price$78.28
Change-$0.12 (-0.15%)
VolumeN/A
Net Assets117.97B
First Foundation Total Return A
Price$27.90
Change-$0.12 (-0.43%)
VolumeN/A
Net Assets87.02M
CIRFX vs FBBAX Comparison Chart in %
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CIRFX vs. FBBAX commentary
Sep 01, 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 StrongBuy and FBBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIRFX has more cash in the bank: 118B vs. FBBAX (87M). FBBAX pays higher dividends than CIRFX: FBBAX (4.56) 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 : 11.10 vs. FBBAX (1.31). CIRFX return over 5 years is better than : 54.93 vs. FBBAX (39.71).
| 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 | 15.123 | 10.190 | 148% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 87M | 135,632% |
| Annual Yield % from dividends | 3.04 | 4.56 | 67% |
| Returns for 1 year | 11.10 | 1.31 | 848% |
| Returns for 3 years | 38.65 | 20.08 | 193% |
| Returns for 5 years | 54.93 | 39.71 | 138% |
| Returns for 10 years | 101.63 | 61.93 | 164% |
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