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FBBYX vs RIREX
FBBYX vs RIREX Comparison
Open Charts FBBYX vs RIREX
First Foundation Total Return Y
Price$28.59
Change+$0.17 (+0.60%)
VolumeN/A
Net Assets85.43M
American Funds Capital Income Bldr R4
Price$78.54
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets117.62B
FBBYX vs RIREX Comparison Chart in %
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FBBYX vs. RIREX commentary
Sep 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 FBBYX is a Buy and RIREX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 118B vs. FBBYX (85.4M). FBBYX pays higher dividends than RIREX: FBBYX (4.69) vs RIREX (2.90). FBBYX was incepted earlier than RIREX: FBBYX (32 years) vs RIREX (23 years). FBBYX (0.97) is less costly to investors than RIREX (0.62). RIREX is a more actively managed with annual turnover of: 56.00 vs. FBBYX (44.00). FBBYX has a lower initial minimum investment than RIREX: FBBYX (0) vs RIREX (250). RIREX annual gain was more profitable for investors over the last year : 11.89 vs. FBBYX (2.56). RIREX return over 5 years is better than : 49.49 vs. FBBYX (44.20).
| FBBYX | RIREX | FBBYX / RIREX | |
| Total Expense Ratio | 0.97 | 0.62 | 156% |
| Annual Report Gross Expense Ratio | 0.97 | 0.62 | 156% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 10.131 | 15.348 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.4M | 118B | 0% |
| Annual Yield % from dividends | 4.69 | 2.90 | 162% |
| Returns for 1 year | 2.56 | 11.89 | 21% |
| Returns for 3 years | 21.08 | 38.28 | 55% |
| Returns for 5 years | 44.20 | 49.49 | 89% |
| Returns for 10 years | 59.71 | 61.97 | 96% |