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CIRFX vs FBBYX
CIRFX vs FBBYX Comparison
Open Charts CIRFX vs FBBYX
American Funds Capital Income Bldr 529F
Price$77.96
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
First Foundation Total Return Y
Price$28.82
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets87.62M
CIRFX vs FBBYX Comparison Chart in %
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CIRFX vs. FBBYX commentary
Aug 17, 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: 118B vs. FBBYX (87.6M). FBBYX pays higher dividends than CIRFX: FBBYX (4.72) 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 : 12.70 vs. FBBYX (4.38). CIRFX return over 5 years is better than : 55.23 vs. FBBYX (44.81).
| 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 | 14.652 | 11.017 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 87.6M | 134,703% |
| Annual Yield % from dividends | 3.12 | 4.72 | 66% |
| Returns for 1 year | 12.70 | 4.38 | 290% |
| Returns for 3 years | 32.29 | 16.83 | 192% |
| Returns for 5 years | 55.23 | 44.81 | 123% |
| Returns for 10 years | 88.17 | 54.38 | 162% |
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