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FBBAX vs RIREX
FBBAX vs RIREX Comparison
Open Charts FBBAX vs RIREX
First Foundation Total Return A
Price$27.94
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets87.41M
American Funds Capital Income Bldr R4
Price$77.30
Change+$0.32 (+0.42%)
VolumeN/A
Net Assets116.29B
FBBAX vs RIREX Comparison Chart in %
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FBBAX vs. RIREX commentary
Aug 08, 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 StrongBuy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 116B vs. FBBAX (87.4M). FBBAX pays higher dividends than RIREX: FBBAX (4.58) vs RIREX (2.97). FBBAX was incepted earlier than RIREX: FBBAX (32 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 : 15.67 vs. FBBAX (6.03). RIREX return over 5 years is better than : 47.72 vs. FBBAX (42.81).
| FBBAX | RIREX | FBBAX / RIREX | |
| Total Expense Ratio | 1.22 | 0.62 | 197% |
| Annual Report Gross Expense Ratio | 1.22 | 0.62 | 197% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 10.150 | 13.527 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.4M | 116B | 0% |
| Annual Yield % from dividends | 4.58 | 2.97 | 154% |
| Returns for 1 year | 6.03 | 15.67 | 38% |
| Returns for 3 years | 16.63 | 31.23 | 53% |
| Returns for 5 years | 42.81 | 47.72 | 90% |
| Returns for 10 years | 60.25 | 51.07 | 118% |
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