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CIREX vs FBBYX
CIREX vs FBBYX Comparison
Open Charts CIREX vs FBBYX
American Funds Capital Income Bldr 529E
Price$78.68
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets118.23B
First Foundation Total Return Y
Price$28.58
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets85.77M
CIREX vs FBBYX Comparison Chart in %
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CIREX vs. FBBYX commentary
Sep 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 CIREX is a Buy and FBBYX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 118B vs. FBBYX (85.8M). FBBYX pays higher dividends than CIREX: FBBYX (4.69) vs CIREX (2.69). CIREX was incepted earlier than FBBYX: CIREX (24 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 : 12.92 vs. FBBYX (3.65). CIREX return over 5 years is better than : 53.64 vs. FBBYX (44.03).
| CIREX | FBBYX | CIREX / FBBYX | |
| Total Expense Ratio | 0.85 | 0.97 | 88% |
| Annual Report Gross Expense Ratio | 0.85 | 0.97 | 88% |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 15.347 | 10.092 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 85.8M | 137,529% |
| Annual Yield % from dividends | 2.69 | 4.69 | 57% |
| Returns for 1 year | 12.92 | 3.65 | 354% |
| Returns for 3 years | 36.50 | 19.29 | 189% |
| Returns for 5 years | 53.64 | 44.03 | 122% |
| Returns for 10 years | 91.42 | 60.48 | 151% |
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