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CIRFX vs FBBYX
CIRFX vs FBBYX Comparison
Open Charts CIRFX vs FBBYX
American Funds Capital Income Bldr 529F
Price$76.94
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
First Foundation Total Return Y
Price$28.90
Change+$0.13 (+0.45%)
VolumeN/A
Net Assets89.48M
CIRFX vs FBBYX Comparison Chart in %
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CIRFX vs. FBBYX 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 FBBYX is a Buy.
FUNDAMENTALS
Fundamentals
CIRFX has more cash in the bank: 116B vs. FBBYX (89.5M). FBBYX pays higher dividends than CIRFX: FBBYX (4.67) vs CIRFX (3.12). CIRFX was incepted earlier than FBBYX: CIRFX (23 years) vs FBBYX (32 years). FBBYX (0.97) is less costly to investors than CIRFX (0.71). CIRFX is a more actively managed with annual turnover of: 56.00 vs. FBBYX (44.00). FBBYX has a lower initial minimum investment than CIRFX: FBBYX (0) vs CIRFX (250). CIRFX annual gain was more profitable for investors over the last year : 15.89 vs. FBBYX (7.21). CIRFX (57.37) and FBBYX (55.52) have equivalent 5 years return.
| CIRFX | FBBYX | CIRFX / FBBYX | |
| Total Expense Ratio | 0.71 | 0.97 | 73% |
| Annual Report Gross Expense Ratio | 0.71 | 0.97 | 73% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 13.152 | 11.325 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116B | 89.5M | 129,609% |
| Annual Yield % from dividends | 3.12 | 4.67 | 67% |
| Returns for 1 year | 15.89 | 7.21 | 221% |
| Returns for 3 years | 35.93 | 25.85 | 139% |
| Returns for 5 years | 57.37 | 55.52 | 103% |
| Returns for 10 years | 87.42 | 55.97 | 156% |
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