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CIRFX vs FBBAX
CIRFX vs FBBAX Comparison
Open Charts CIRFX vs FBBAX
American Funds Capital Income Bldr 529F
Price$77.63
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
CIRFX vs FBBAX Comparison Chart in %
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CIRFX 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 CIRFX is a Buy and FBBAX is a Hold.
FUNDAMENTALS
Fundamentals
CIRFX has more cash in the bank: 117B vs. FBBAX (89.3M). FBBAX pays higher dividends than CIRFX: FBBAX (4.54) vs CIRFX (3.12). CIRFX was incepted earlier than FBBAX: CIRFX (23 years) vs FBBAX (32 years). FBBAX (1.22) is less costly to investors than CIRFX (0.71). CIRFX is a more actively managed with annual turnover of: 56.00 vs. FBBAX (44.00). CIRFX has a lower initial minimum investment than FBBAX: CIRFX (250) vs FBBAX (1000). CIRFX annual gain was more profitable for investors over the last year : 15.12 vs. FBBAX (6.43). CIRFX return over 5 years is better than : 57.13 vs. FBBAX (49.00).
| CIRFX | FBBAX | CIRFX / FBBAX | |
| Total Expense Ratio | 0.71 | 1.22 | 58% |
| Annual Report Gross Expense Ratio | 0.71 | 1.22 | 58% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 14.167 | 12.085 | 117% |
| 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 | 3.12 | 4.54 | 69% |
| Returns for 1 year | 15.12 | 6.43 | 235% |
| Returns for 3 years | 36.87 | 21.46 | 172% |
| Returns for 5 years | 57.13 | 49.00 | 117% |
| Returns for 10 years | 87.60 | 62.92 | 139% |
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