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FBBYX vs RIREX
FBBYX vs RIREX Comparison
Open Charts FBBYX vs RIREX
First Foundation Total Return Y
Price$27.11
Change+$0.31 (+1.16%)
VolumeN/A
Net Assets85.37M
American Funds Capital Income Bldr R4
Price$73.12
Change-$0.05 (-0.07%)
VolumeN/A
Net Assets110.6B
FBBYX vs RIREX Comparison Chart
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FBBYX vs. RIREX commentary
May 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: 111B vs. FBBYX (85.4M). FBBYX pays higher dividends than RIREX: FBBYX (5.07) vs RIREX (3.12). FBBYX was incepted earlier than RIREX: FBBYX (31 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 : 9.77 vs. FBBYX (-3.43). FBBYX return over 5 years is better than : 58.23 vs. RIREX (50.26).
| FBBYX | RIREX | FBBYX / RIREX | |
| Total Expense Ratio | 0.97 | 0.62 | 156% |
| Annual Report Gross Expense Ratio | 0.97 | 0.62 | 156% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | 2.465 | 5.975 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.4M | 111B | 0% |
| Annual Yield % from dividends | 5.07 | 3.12 | 163% |
| Returns for 1 year | -3.43 | 9.77 | -35% |
| Returns for 3 years | 12.98 | 20.90 | 62% |
| Returns for 5 years | 58.23 | 50.26 | 116% |
| Returns for 10 years | 40.45 | 35.87 | 113% |
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