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FBBYX vs RIREX
FBBYX vs RIREX Comparison
Open Charts FBBYX vs RIREX
First Foundation Total Return Y
Price$28.02
Change-$0.05 (-0.18%)
VolumeN/A
Net Assets88.46M
American Funds Capital Income Bldr R4
Price$75.70
Change+$0.40 (+0.53%)
VolumeN/A
Net Assets114.08B
FBBYX vs RIREX Comparison Chart
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FBBYX vs. RIREX commentary
Jun 14, 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 Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 114B vs. FBBYX (88.5M). FBBYX pays higher dividends than RIREX: FBBYX (4.90) vs RIREX (3.02). 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 : 14.90 vs. FBBYX (2.33). FBBYX return over 5 years is better than : 51.94 vs. RIREX (49.39).
| 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 | 8.128 | 11.177 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.5M | 114B | 0% |
| Annual Yield % from dividends | 4.90 | 3.02 | 162% |
| Returns for 1 year | 2.33 | 14.90 | 16% |
| Returns for 3 years | 20.37 | 32.19 | 63% |
| Returns for 5 years | 51.94 | 49.39 | 105% |
| Returns for 10 years | 50.92 | 47.62 | 107% |
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