CIRFX
Price
$77.63
Change
-$0.04 (-0.05%)
Updated
Jul 25 closing price
Net Assets
117.32B
FBBAX
Price
$28.38
Change
-$0.08 (-0.28%)
Updated
Jul 25 closing price
Net Assets
89.27M
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CIRFX vs FBBAX

Header iconCIRFX vs FBBAX Comparison
Open Charts CIRFX vs FBBAXBanner chart's image
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.

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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).
CIRFXFBBAXCIRFX / FBBAX
Total Expense Ratio0.711.2258%
Annual Report Gross Expense Ratio0.711.2258%
Fund Existence23 years32 years-
Gain YTD14.16712.085117%
Front LoadN/A6%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets117B89.3M131,019%
Annual Yield % from dividends3.124.5469%
Returns for 1 year15.126.43235%
Returns for 3 years36.8721.46172%
Returns for 5 years57.1349.00117%
Returns for 10 years87.6062.92139%
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