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CIREX vs FBBYX
CIREX vs FBBYX Comparison
Open Charts CIREX vs FBBYX
American Funds Capital Income Bldr 529E
Price$78.45
Change+$0.31 (+0.40%)
VolumeN/A
Net Assets120.79B
First Foundation Total Return Y
Price$27.57
Change+$0.22 (+0.80%)
VolumeN/A
Net Assets77.06M
CIREX vs FBBYX Comparison Chart in %
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CIREX vs. FBBYX commentary
Jan 15, 2026
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 Hold and FBBYX is a Hold.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 121B vs. FBBYX (77.1M). FBBYX pays higher dividends than CIREX: FBBYX (3.94) vs CIREX (2.64). 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 (22.00). 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 : 17.63 vs. FBBYX (12.72). CIREX return over 5 years is better than : 42.34 vs. FBBYX (26.73).
| 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 | 1.963 | 2.036 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 77.1M | 156,939% |
| Annual Yield % from dividends | 2.64 | 3.94 | 67% |
| Returns for 1 year | 17.63 | 12.72 | 139% |
| Returns for 3 years | 31.89 | 17.65 | 181% |
| Returns for 5 years | 42.34 | 26.73 | 158% |
| Returns for 10 years | 102.32 | 85.64 | 119% |
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