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CIRFX vs FBBYX
CIRFX vs FBBYX Comparison
Open Charts CIRFX vs FBBYX
American Funds Capital Income Bldr 529F
Price$74.70
Change-$0.13 (-0.17%)
VolumeN/A
Net Assets113.16B
First Foundation Total Return Y
Price$27.68
Change-$0.06 (-0.22%)
VolumeN/A
Net Assets86.87M
CIRFX vs FBBYX Comparison Chart in %
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CIRFX vs. FBBYX commentary
Jun 22, 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 Buy.
FUNDAMENTALS
Fundamentals
CIRFX has more cash in the bank: 113B vs. FBBYX (86.9M). FBBYX pays higher dividends than CIRFX: FBBYX (4.90) vs CIRFX (3.17). 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 : 12.65 vs. FBBYX (2.72). CIRFX return over 5 years is better than : 53.69 vs. FBBYX (49.83).
| 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 | 9.858 | 6.626 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 86.9M | 130,035% |
| Annual Yield % from dividends | 3.17 | 4.90 | 65% |
| Returns for 1 year | 12.65 | 2.72 | 466% |
| Returns for 3 years | 33.70 | 19.06 | 177% |
| Returns for 5 years | 53.69 | 49.83 | 108% |
| Returns for 10 years | 76.86 | 45.55 | 169% |
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