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FBBAX vs RIREX
FBBAX vs RIREX Comparison
Open Charts FBBAX vs RIREX
First Foundation Total Return A
Price$27.23
Change-$0.27 (-0.98%)
VolumeN/A
Net Assets83.37M
American Funds Capital Income Bldr R4
Price$79.24
Change-$0.38 (-0.48%)
VolumeN/A
Net Assets120.21B
FBBAX vs RIREX Comparison Chart in %
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FBBAX vs. RIREX commentary
Oct 10, 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 FBBAX is a Hold and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 120B vs. FBBAX (83.4M). FBBAX pays higher dividends than RIREX: FBBAX (4.59) vs RIREX (2.89). FBBAX was incepted earlier than RIREX: FBBAX (33 years) vs RIREX (23 years). FBBAX (1.22) is less costly to investors than RIREX (0.62). RIREX is a more actively managed with annual turnover of: 56.00 vs. FBBAX (44.00). RIREX has a lower initial minimum investment than FBBAX: RIREX (250) vs FBBAX (1000). RIREX annual gain was more profitable for investors over the last year : 11.43 vs. FBBAX (-0.18). RIREX return over 5 years is better than : 51.45 vs. FBBAX (37.59).
| FBBAX | RIREX | FBBAX / RIREX | |
| Total Expense Ratio | 1.22 | 0.62 | 197% |
| Annual Report Gross Expense Ratio | 1.22 | 0.62 | 197% |
| Fund Existence | 33 years | 23 years | - |
| Gain YTD | 8.610 | 17.049 | 51% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.4M | 120B | 0% |
| Annual Yield % from dividends | 4.59 | 2.89 | 159% |
| Returns for 1 year | -0.18 | 11.43 | -2% |
| Returns for 3 years | 24.16 | 50.07 | 48% |
| Returns for 5 years | 37.59 | 51.45 | 73% |
| Returns for 10 years | 61.09 | 61.32 | 100% |
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