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CIREX vs FBBYX
CIREX vs FBBYX Comparison
Open Charts CIREX vs FBBYX
American Funds Capital Income Bldr 529E
Price$77.71
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
First Foundation Total Return Y
Price$29.14
Change-$0.08 (-0.27%)
VolumeN/A
Net Assets89.27M
CIREX vs FBBYX Comparison Chart in %
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CIREX vs. FBBYX 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 FBBYX is a Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 117B vs. FBBYX (89.3M). FBBYX pays higher dividends than CIREX: FBBYX (4.67) vs CIREX (2.75). CIREX was incepted earlier than FBBYX: CIREX (23 years) vs FBBYX (32 years). FBBYX (0.97) is less costly to investors than CIREX (0.85). CIREX is a more actively managed with annual turnover of: 56.00 vs. FBBYX (44.00). FBBYX has a lower initial minimum investment than CIREX: FBBYX (0) vs CIREX (250). CIREX annual gain was more profitable for investors over the last year : 14.69 vs. FBBYX (6.78). CIREX (54.10) and FBBYX (51.80) have equivalent 5 years return.
| CIREX | FBBYX | CIREX / FBBYX | |
| Total Expense Ratio | 0.85 | 0.97 | 88% |
| Annual Report Gross Expense Ratio | 0.85 | 0.97 | 88% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 13.925 | 12.250 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 89.3M | 131,019% |
| Annual Yield % from dividends | 2.75 | 4.67 | 59% |
| Returns for 1 year | 14.69 | 6.78 | 217% |
| Returns for 3 years | 35.31 | 22.82 | 155% |
| Returns for 5 years | 54.10 | 51.80 | 104% |
| Returns for 10 years | 79.90 | 56.29 | 142% |
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