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CIRFX vs FBBAX
CIRFX vs FBBAX Comparison
Open Charts CIRFX vs FBBAX
American Funds Capital Income Bldr 529F
Price$79.36
Change+$0.30 (+0.38%)
VolumeN/A
Net Assets118.93B
First Foundation Total Return A
Price$26.76
Change+$0.17 (+0.64%)
VolumeN/A
Net Assets76.43M
CIRFX vs FBBAX Comparison Chart in %
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CIRFX vs. FBBAX commentary
Nov 25, 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 Hold and FBBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIRFX has more cash in the bank: 119B vs. FBBAX (76.4M). FBBAX pays higher dividends than CIRFX: FBBAX (4.74) 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 : 12.94 vs. FBBAX (-1.27). CIRFX return over 5 years is better than : 50.90 vs. FBBAX (23.94).
| 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 | 17.437 | 5.016 | 348% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 76.4M | 155,759% |
| Annual Yield % from dividends | 3.04 | 4.74 | 64% |
| Returns for 1 year | 12.94 | -1.27 | -1,021% |
| Returns for 3 years | 37.22 | 7.22 | 515% |
| Returns for 5 years | 50.90 | 23.94 | 213% |
| Returns for 10 years | 97.00 | 58.17 | 167% |