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FBBAX vs RIREX
FBBAX vs RIREX Comparison
Open Charts FBBAX vs RIREX
First Foundation Total Return A
Price$28.15
Change+$0.13 (+0.46%)
VolumeN/A
Net Assets89.48M
American Funds Capital Income Bldr R4
Price$76.99
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
FBBAX vs RIREX Comparison Chart in %
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FBBAX vs. RIREX 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 FBBAX is a Buy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 116B vs. FBBAX (89.5M). FBBAX pays higher dividends than RIREX: FBBAX (4.54) vs RIREX (2.97). FBBAX was incepted earlier than RIREX: FBBAX (32 years) vs RIREX (23 years). FBBAX (1.22) is less costly to investors than RIREX (0.62). RIREX is a more actively managed with annual turnover of: 56.00 vs. FBBAX (44.00). RIREX has a lower initial minimum investment than FBBAX: RIREX (250) vs FBBAX (1000). RIREX annual gain was more profitable for investors over the last year : 15.71 vs. FBBAX (6.82). FBBAX (52.62) and RIREX (50.20) have equivalent 5 years return.
| FBBAX | RIREX | FBBAX / RIREX | |
| Total Expense Ratio | 1.22 | 0.62 | 197% |
| Annual Report Gross Expense Ratio | 1.22 | 0.62 | 197% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 11.177 | 13.071 | 86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.5M | 116B | 0% |
| Annual Yield % from dividends | 4.54 | 2.97 | 153% |
| Returns for 1 year | 6.82 | 15.71 | 43% |
| Returns for 3 years | 24.41 | 33.22 | 73% |
| Returns for 5 years | 52.62 | 50.20 | 105% |
| Returns for 10 years | 59.93 | 52.98 | 113% |
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