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FBBYX vs RIREX
FBBYX vs RIREX Comparison
Open Charts FBBYX vs RIREX
First Foundation Total Return Y
Price$29.12
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets89.74M
American Funds Capital Income Bldr R4
Price$77.16
Change+$0.29 (+0.38%)
VolumeN/A
Net Assets116.28B
FBBYX vs RIREX Comparison Chart in %
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FBBYX vs. RIREX commentary
Jul 11, 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: 116B vs. FBBYX (89.7M). FBBYX pays higher dividends than RIREX: FBBYX (4.67) 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 : 14.85 vs. FBBYX (7.70). FBBYX return over 5 years is better than : 54.23 vs. RIREX (50.84).
| 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 | 11.402 | 13.321 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.7M | 116B | 0% |
| Annual Yield % from dividends | 4.67 | 2.97 | 157% |
| Returns for 1 year | 7.70 | 14.85 | 52% |
| Returns for 3 years | 25.79 | 35.15 | 73% |
| Returns for 5 years | 54.23 | 50.84 | 107% |
| Returns for 10 years | 55.43 | 51.07 | 109% |
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