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FBBYX vs RIRHX
FBBYX vs RIRHX Comparison
Open Charts FBBYX vs RIRHX
First Foundation Total Return Y
Price$26.60
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets85.42M
American Funds Capital Income Bldr R5E
Price$72.37
Change-$0.22 (-0.30%)
VolumeN/A
Net Assets109.94B
FBBYX vs RIRHX Comparison Chart
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FBBYX vs. RIRHX commentary
May 09, 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 RIRHX is a Buy.
FUNDAMENTALS
Fundamentals
RIRHX has more cash in the bank: 110B vs. FBBYX (85.4M). FBBYX pays higher dividends than RIRHX: FBBYX (5.07) vs RIRHX (3.32). FBBYX was incepted earlier than RIRHX: FBBYX (31 years) vs RIRHX (9 years). FBBYX (0.97) is less costly to investors than RIRHX (0.42). RIRHX is a more actively managed with annual turnover of: 56.00 vs. FBBYX (44.00). FBBYX has a lower initial minimum investment than RIRHX: FBBYX (0) vs RIRHX (250). RIRHX annual gain was more profitable for investors over the last year : 10.82 vs. FBBYX (-2.75). FBBYX return over 5 years is better than : 52.52 vs. RIRHX (48.31).
| FBBYX | RIRHX | FBBYX / RIRHX | |
| Total Expense Ratio | 0.97 | 0.42 | 231% |
| Annual Report Gross Expense Ratio | 0.97 | 0.42 | 231% |
| Fund Existence | 31 years | 9 years | - |
| Gain YTD | 2.619 | 5.876 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.4M | 110B | 0% |
| Annual Yield % from dividends | 5.07 | 3.32 | 153% |
| Returns for 1 year | -2.75 | 10.82 | -25% |
| Returns for 3 years | 14.88 | 22.65 | 66% |
| Returns for 5 years | 52.52 | 48.31 | 109% |
| Returns for 10 years | 41.70 | N/A | - |
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