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CIRFX vs FBBAX
CIRFX vs FBBAX Comparison
Open Charts CIRFX vs FBBAX
American Funds Capital Income Bldr 529F
Price$77.07
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets120.93B
First Foundation Total Return A
Price$27.11
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets76.84M
CIRFX vs FBBAX Comparison Chart in %
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CIRFX vs. FBBAX commentary
Dec 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 Hold and FBBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIRFX has more cash in the bank: 121B vs. FBBAX (76.8M). FBBAX pays higher dividends than CIRFX: FBBAX (4.62) vs CIRFX (2.96). CIRFX was incepted earlier than FBBAX: CIRFX (23 years) vs FBBAX (33 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 (22.00). 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 : 13.29 vs. FBBAX (7.37). CIRFX return over 5 years is better than : 44.93 vs. FBBAX (23.78).
| 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 | 33 years | - |
| Gain YTD | 14.049 | 7.070 | 199% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 76.8M | 157,552% |
| Annual Yield % from dividends | 2.96 | 4.62 | 64% |
| Returns for 1 year | 13.29 | 7.37 | 180% |
| Returns for 3 years | 33.70 | 20.00 | 169% |
| Returns for 5 years | 44.93 | 23.78 | 189% |
| Returns for 10 years | 92.88 | 63.63 | 146% |
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