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CIRFX vs FBBYX
CIRFX vs FBBYX Comparison
Open Charts CIRFX vs FBBYX
American Funds Capital Income Bldr 529F
Price$78.35
Change+$0.31 (+0.40%)
VolumeN/A
Net Assets120.79B
First Foundation Total Return Y
Price$27.57
Change+$0.22 (+0.80%)
VolumeN/A
Net Assets77.06M
CIRFX vs FBBYX Comparison Chart in %
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CIRFX vs. FBBYX commentary
Jan 16, 2026
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 FBBYX is a Hold.
FUNDAMENTALS
Fundamentals
CIRFX has more cash in the bank: 121B vs. FBBYX (77.1M). FBBYX pays higher dividends than CIRFX: FBBYX (3.94) vs CIRFX (3.02). 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 (22.00). 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 : 18.08 vs. FBBYX (12.72). CIRFX return over 5 years is better than : 45.08 vs. FBBYX (26.73).
| 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 | 1.978 | 2.036 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 77.1M | 156,939% |
| Annual Yield % from dividends | 3.02 | 3.94 | 77% |
| Returns for 1 year | 18.08 | 12.72 | 142% |
| Returns for 3 years | 33.42 | 17.65 | 189% |
| Returns for 5 years | 45.08 | 26.73 | 169% |
| Returns for 10 years | 110.96 | 85.64 | 130% |
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