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FBBYX vs RIREX
FBBYX vs RIREX Comparison
Open Charts FBBYX vs RIREX
First Foundation Total Return Y
Price$28.82
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets87.62M
American Funds Capital Income Bldr R4
Price$77.99
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
FBBYX vs RIREX Comparison Chart in %
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FBBYX vs. RIREX commentary
Aug 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 FBBYX is a StrongBuy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 118B vs. FBBYX (87.6M). FBBYX pays higher dividends than RIREX: FBBYX (4.72) vs RIREX (2.97). 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 : 12.52 vs. FBBYX (4.38). RIREX return over 5 years is better than : 48.17 vs. FBBYX (44.81).
| 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 | 11.017 | 14.540 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.6M | 118B | 0% |
| Annual Yield % from dividends | 4.72 | 2.97 | 159% |
| Returns for 1 year | 4.38 | 12.52 | 35% |
| Returns for 3 years | 16.83 | 29.65 | 57% |
| Returns for 5 years | 44.81 | 48.17 | 93% |
| Returns for 10 years | 54.38 | 53.55 | 102% |
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