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CIRFX vs FBBAX
CIRFX vs FBBAX Comparison
Open Charts CIRFX vs FBBAX
American Funds Capital Income Bldr 529F
Price$76.94
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
First Foundation Total Return A
Price$28.15
Change+$0.13 (+0.46%)
VolumeN/A
Net Assets89.48M
CIRFX vs FBBAX Comparison Chart in %
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CIRFX vs. FBBAX 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 CIRFX is a Buy and FBBAX is a Buy.
FUNDAMENTALS
Fundamentals
CIRFX has more cash in the bank: 116B vs. FBBAX (89.5M). 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 : 15.89 vs. FBBAX (6.82). CIRFX return over 5 years is better than : 57.37 vs. FBBAX (52.62).
| 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 | 13.152 | 11.177 | 118% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 89.5M | 129,609% |
| Annual Yield % from dividends | 3.12 | 4.54 | 69% |
| Returns for 1 year | 15.89 | 6.82 | 233% |
| Returns for 3 years | 35.93 | 24.41 | 147% |
| Returns for 5 years | 57.37 | 52.62 | 109% |
| Returns for 10 years | 87.42 | 59.93 | 146% |
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