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FBBYX vs RIREX
FBBYX vs RIREX Comparison
Open Charts FBBYX vs RIREX
First Foundation Total Return Y
Price$28.62
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets84.84M
American Funds Capital Income Bldr R4
Price$79.72
Change+$0.33 (+0.42%)
VolumeN/A
Net Assets119.9B
FBBYX vs RIREX Comparison Chart in %
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FBBYX vs. RIREX commentary
Oct 04, 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 Hold and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 120B vs. FBBYX (84.8M). 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 : 12.52 vs. FBBYX (1.62). RIREX return over 5 years is better than : 55.66 vs. FBBYX (45.07).
| 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 | 10.092 | 17.758 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.8M | 120B | 0% |
| Annual Yield % from dividends | 4.72 | 2.89 | 164% |
| Returns for 1 year | 1.62 | 12.52 | 13% |
| Returns for 3 years | 23.43 | 45.58 | 51% |
| Returns for 5 years | 45.07 | 55.66 | 81% |
| Returns for 10 years | 60.90 | 64.76 | 94% |
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