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FBBAX vs RIREX
FBBAX vs RIREX Comparison
Open Charts FBBAX vs RIREX
First Foundation Total Return A
Price$27.09
Change-$0.21 (-0.77%)
VolumeN/A
Net Assets88.27M
American Funds Capital Income Bldr R4
Price$75.16
Change-$0.54 (-0.71%)
VolumeN/A
Net Assets114.69B
FBBAX vs RIREX Comparison Chart
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FBBAX vs. RIREX commentary
Jun 15, 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: 115B vs. FBBAX (88.3M). FBBAX pays higher dividends than RIREX: FBBAX (4.75) vs RIREX (3.02). 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 : 13.89 vs. FBBAX (2.10). RIREX (48.32) and FBBAX (47.75) 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 | 6.991 | 10.384 | 67% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.3M | 115B | 0% |
| Annual Yield % from dividends | 4.75 | 3.02 | 157% |
| Returns for 1 year | 2.10 | 13.89 | 15% |
| Returns for 3 years | 18.23 | 32.31 | 56% |
| Returns for 5 years | 47.75 | 48.32 | 99% |
| Returns for 10 years | 53.36 | 45.96 | 116% |
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