Interact to see
Advertisement
Advertisement
FBBYX vs RIREX
FBBYX vs RIREX Comparison
Open Charts FBBYX vs RIREX
First Foundation Total Return Y
Price$29.14
Change-$0.08 (-0.27%)
VolumeN/A
Net Assets89.27M
American Funds Capital Income Bldr R4
Price$77.67
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
FBBYX vs RIREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBBYX vs. RIREX commentary
Jul 27, 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 FBBYX is a Hold and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 117B vs. FBBYX (89.3M). FBBYX pays higher dividends than RIREX: FBBYX (4.67) vs RIREX (2.97). FBBYX was incepted earlier than RIREX: FBBYX (32 years) vs RIREX (23 years). FBBYX (0.97) is less costly to investors than RIREX (0.62). RIREX is a more actively managed with annual turnover of: 56.00 vs. FBBYX (44.00). FBBYX has a lower initial minimum investment than RIREX: FBBYX (0) vs RIREX (250). RIREX annual gain was more profitable for investors over the last year : 14.95 vs. FBBYX (6.78). FBBYX (51.80) and RIREX (50.00) have equivalent 5 years return.
| FBBYX | RIREX | FBBYX / RIREX | |
| Total Expense Ratio | 0.97 | 0.62 | 156% |
| Annual Report Gross Expense Ratio | 0.97 | 0.62 | 156% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | 12.250 | 14.070 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.3M | 117B | 0% |
| Annual Yield % from dividends | 4.67 | 2.97 | 157% |
| Returns for 1 year | 6.78 | 14.95 | 45% |
| Returns for 3 years | 22.82 | 34.14 | 67% |
| Returns for 5 years | 51.80 | 50.00 | 104% |
| Returns for 10 years | 56.29 | 53.10 | 106% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers