Interact to see
Advertisement
Advertisement
FBBYX vs RIREX
FBBYX vs RIREX Comparison
Open Charts FBBYX vs RIREX
First Foundation Total Return Y
Price$28.09
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets80.73M
American Funds Capital Income Bldr R4
Price$79.82
Change+$0.27 (+0.34%)
VolumeN/A
Net Assets120.38B
FBBYX vs RIREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBBYX vs. RIREX commentary
Oct 28, 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: 120B vs. FBBYX (80.7M). FBBYX pays higher dividends than RIREX: FBBYX (4.72) vs RIREX (2.89). 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 : 12.48 vs. FBBYX (0.05). RIREX return over 5 years is better than : 54.30 vs. FBBYX (40.19).
| 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 | 8.205 | 17.906 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.7M | 120B | 0% |
| Annual Yield % from dividends | 4.72 | 2.89 | 164% |
| Returns for 1 year | 0.05 | 12.48 | 0% |
| Returns for 3 years | 19.53 | 46.50 | 42% |
| Returns for 5 years | 40.19 | 54.30 | 74% |
| Returns for 10 years | 53.65 | 61.32 | 87% |