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FBBAX vs RIREX
FBBAX vs RIREX Comparison
Open Charts FBBAX vs RIREX
First Foundation Total Return A
Price$28.16
Change+$0.17 (+0.61%)
VolumeN/A
Net Assets88.73M
American Funds Capital Income Bldr R4
Price$76.77
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets115.86B
FBBAX vs RIREX Comparison Chart in %
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FBBAX vs. RIREX commentary
Jul 18, 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 Buy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 116B vs. FBBAX (88.7M). FBBAX pays higher dividends than RIREX: FBBAX (4.54) 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 : 12.42 vs. FBBAX (2.41). RIREX (47.81) and FBBAX (47.15) have equivalent 5 years return.
| 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 | 10.545 | 12.748 | 83% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.7M | 116B | 0% |
| Annual Yield % from dividends | 4.54 | 2.97 | 153% |
| Returns for 1 year | 2.41 | 12.42 | 19% |
| Returns for 3 years | 22.48 | 35.07 | 64% |
| Returns for 5 years | 47.15 | 47.81 | 99% |
| Returns for 10 years | 58.59 | 49.35 | 119% |