Interact to see
Advertisement
Advertisement
CIRFX vs FBBYX
CIRFX vs FBBYX Comparison
Open Charts CIRFX vs FBBYX
American Funds Capital Income Bldr 529F
Price$79.13
Change-$0.27 (-0.34%)
VolumeN/A
Net Assets119.54B
First Foundation Total Return Y
Price$27.19
Change-$0.17 (-0.62%)
VolumeN/A
Net Assets76.73M
CIRFX vs FBBYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CIRFX vs. FBBYX commentary
Nov 20, 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 FBBYX is a Hold.
FUNDAMENTALS
Fundamentals
CIRFX has more cash in the bank: 120B vs. FBBYX (76.7M). FBBYX pays higher dividends than CIRFX: FBBYX (4.87) vs CIRFX (3.04). 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 : 13.30 vs. FBBYX (-0.40). CIRFX return over 5 years is better than : 52.42 vs. FBBYX (28.12).
| 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 | 17.097 | 5.393 | 317% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 76.7M | 156,454% |
| Annual Yield % from dividends | 3.04 | 4.87 | 62% |
| Returns for 1 year | 13.30 | -0.40 | -3,335% |
| Returns for 3 years | 39.19 | 10.53 | 372% |
| Returns for 5 years | 52.42 | 28.12 | 186% |
| Returns for 10 years | 96.15 | 49.34 | 195% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement