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CIRFX vs FBBYX
CIRFX vs FBBYX Comparison
Open Charts CIRFX vs FBBYX
American Funds Capital Income Bldr 529F
Price$77.63
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
First Foundation Total Return Y
Price$29.14
Change-$0.08 (-0.27%)
VolumeN/A
Net Assets89.27M
CIRFX vs FBBYX Comparison Chart in %
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CIRFX vs. FBBYX commentary
Jul 27, 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 FBBYX is a Hold.
FUNDAMENTALS
Fundamentals
CIRFX has more cash in the bank: 117B vs. FBBYX (89.3M). FBBYX pays higher dividends than CIRFX: FBBYX (4.67) vs CIRFX (3.12). CIRFX was incepted earlier than FBBYX: CIRFX (23 years) vs FBBYX (32 years). FBBYX (0.97) is less costly to investors than CIRFX (0.71). CIRFX is a more actively managed with annual turnover of: 56.00 vs. FBBYX (44.00). FBBYX has a lower initial minimum investment than CIRFX: FBBYX (0) vs CIRFX (250). CIRFX annual gain was more profitable for investors over the last year : 15.12 vs. FBBYX (6.78). CIRFX return over 5 years is better than : 57.13 vs. FBBYX (51.80).
| CIRFX | FBBYX | CIRFX / FBBYX | |
| Total Expense Ratio | 0.71 | 0.97 | 73% |
| Annual Report Gross Expense Ratio | 0.71 | 0.97 | 73% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 14.167 | 12.250 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 89.3M | 131,019% |
| Annual Yield % from dividends | 3.12 | 4.67 | 67% |
| Returns for 1 year | 15.12 | 6.78 | 223% |
| Returns for 3 years | 36.87 | 22.82 | 162% |
| Returns for 5 years | 57.13 | 51.80 | 110% |
| Returns for 10 years | 87.60 | 56.29 | 156% |
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