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CIREX vs FBBAX
CIREX vs FBBAX Comparison
Open Charts CIREX vs FBBAX
American Funds Capital Income Bldr 529E
Price$77.71
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
First Foundation Total Return A
Price$28.38
Change-$0.08 (-0.28%)
VolumeN/A
Net Assets89.27M
CIREX vs FBBAX Comparison Chart in %
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CIREX vs. FBBAX commentary
Jul 27, 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 CIREX is a Buy and FBBAX is a Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 117B vs. FBBAX (89.3M). FBBAX pays higher dividends than CIREX: FBBAX (4.54) vs CIREX (2.75). CIREX was incepted earlier than FBBAX: CIREX (23 years) vs FBBAX (32 years). FBBAX (1.22) is less costly to investors than CIREX (0.85). CIREX is a more actively managed with annual turnover of: 56.00 vs. FBBAX (44.00). CIREX has a lower initial minimum investment than FBBAX: CIREX (250) vs FBBAX (1000). CIREX annual gain was more profitable for investors over the last year : 14.69 vs. FBBAX (6.43). CIREX return over 5 years is better than : 54.10 vs. FBBAX (49.00).
| CIREX | FBBAX | CIREX / FBBAX | |
| Total Expense Ratio | 0.85 | 1.22 | 70% |
| Annual Report Gross Expense Ratio | 0.85 | 1.22 | 70% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 13.925 | 12.085 | 115% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 89.3M | 131,019% |
| Annual Yield % from dividends | 2.75 | 4.54 | 61% |
| Returns for 1 year | 14.69 | 6.43 | 228% |
| Returns for 3 years | 35.31 | 21.46 | 165% |
| Returns for 5 years | 54.10 | 49.00 | 110% |
| Returns for 10 years | 79.90 | 62.92 | 127% |
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