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CIREX vs FBBYX
CIREX vs FBBYX Comparison
Open Charts CIREX vs FBBYX
American Funds Capital Income Bldr 529E
Price$77.03
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
First Foundation Total Return Y
Price$28.90
Change+$0.13 (+0.45%)
VolumeN/A
Net Assets89.48M
CIREX vs FBBYX Comparison Chart in %
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CIREX vs. FBBYX commentary
Jul 06, 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: 116B vs. FBBYX (89.5M). 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 : 15.44 vs. FBBYX (7.21). FBBYX (55.52) and CIREX (54.30) 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 | 12.928 | 11.325 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 89.5M | 129,609% |
| Annual Yield % from dividends | 2.75 | 4.67 | 59% |
| Returns for 1 year | 15.44 | 7.21 | 214% |
| Returns for 3 years | 34.36 | 25.85 | 133% |
| Returns for 5 years | 54.30 | 55.52 | 98% |
| Returns for 10 years | 79.69 | 55.97 | 142% |
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