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CIRFX vs FBBYX
CIRFX vs FBBYX Comparison
Open Charts CIRFX vs FBBYX
American Funds Capital Income Bldr 529F
Price$79.20
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.59B
First Foundation Total Return Y
Price$27.75
Change-$0.08 (-0.29%)
VolumeN/A
Net Assets80.83M
CIRFX vs FBBYX Comparison Chart in %
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CIRFX vs. FBBYX commentary
Oct 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CIRFX has more cash in the bank: 120B vs. FBBYX (80.8M). FBBYX pays higher dividends than CIRFX: FBBYX (4.72) vs CIRFX (3.04). 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 : 10.90 vs. FBBYX (-1.93). CIRFX return over 5 years is better than : 58.65 vs. FBBYX (38.26).
| 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 | 17.201 | 6.895 | 249% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 80.8M | 148,515% |
| Annual Yield % from dividends | 3.04 | 4.72 | 64% |
| Returns for 1 year | 10.90 | -1.93 | -566% |
| Returns for 3 years | 49.81 | 20.43 | 244% |
| Returns for 5 years | 58.65 | 38.26 | 153% |
| Returns for 10 years | 94.93 | 52.44 | 181% |
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