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CIRFX vs FBBYX
CIRFX vs FBBYX Comparison
Open Charts CIRFX vs FBBYX
American Funds Capital Income Bldr 529F
Price$80.88
Change-$0.61 (-0.75%)
VolumeN/A
Net Assets120.93B
First Foundation Total Return Y
Price$28.04
Change-$0.10 (-0.36%)
VolumeN/A
Net Assets77.29M
CIRFX vs FBBYX Comparison Chart in %
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CIRFX vs. FBBYX commentary
Dec 14, 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 Hold and FBBYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIRFX has more cash in the bank: 121B vs. FBBYX (77.3M). FBBYX pays higher dividends than CIRFX: FBBYX (4.75) vs CIRFX (2.96). 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 : 15.93 vs. FBBYX (0.29). CIRFX return over 5 years is better than : 53.20 vs. FBBYX (27.99).
| 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 | 20.589 | 8.398 | 245% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 77.3M | 156,533% |
| Annual Yield % from dividends | 2.96 | 4.75 | 62% |
| Returns for 1 year | 15.93 | 0.29 | 5,442% |
| Returns for 3 years | 39.97 | 12.65 | 316% |
| Returns for 5 years | 53.20 | 27.99 | 190% |
| Returns for 10 years | 109.37 | 75.49 | 145% |
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