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CIRFX vs FBBYX
CIRFX vs FBBYX Comparison
Open Charts CIRFX vs FBBYX
American Funds Capital Income Bldr 529F
Price$73.09
Change-$0.05 (-0.07%)
VolumeN/A
Net Assets110.6B
First Foundation Total Return Y
Price$27.11
Change+$0.31 (+1.16%)
VolumeN/A
Net Assets85.37M
CIRFX vs FBBYX Comparison Chart
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CIRFX vs. FBBYX commentary
May 14, 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: 111B vs. FBBYX (85.4M). FBBYX pays higher dividends than CIRFX: FBBYX (5.07) vs CIRFX (3.27). CIRFX was incepted earlier than FBBYX: CIRFX (23 years) vs FBBYX (31 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 : 10.65 vs. FBBYX (-2.37). CIRFX (59.72) and FBBYX (59.02) have equivalent 5 years return.
| 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 | 31 years | - |
| Gain YTD | 6.793 | 3.236 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 85.4M | 129,977% |
| Annual Yield % from dividends | 3.27 | 5.07 | 65% |
| Returns for 1 year | 10.65 | -2.37 | -450% |
| Returns for 3 years | 24.85 | 13.83 | 180% |
| Returns for 5 years | 59.72 | 59.02 | 101% |
| Returns for 10 years | 68.97 | 41.50 | 166% |
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