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FBBYX vs RIREX
FBBYX vs RIREX Comparison
Open Charts FBBYX vs RIREX
First Foundation Total Return Y
Price$28.90
Change+$0.13 (+0.45%)
VolumeN/A
Net Assets89.48M
American Funds Capital Income Bldr R4
Price$76.99
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
FBBYX vs RIREX Comparison Chart in %
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FBBYX vs. RIREX commentary
Jul 07, 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 Buy and RIREX is a Buy.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 116B vs. FBBYX (89.5M). 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 : 15.71 vs. FBBYX (7.21). FBBYX return over 5 years is better than : 55.52 vs. RIREX (50.20).
| 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 | 11.325 | 13.071 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.5M | 116B | 0% |
| Annual Yield % from dividends | 4.67 | 2.97 | 157% |
| Returns for 1 year | 7.21 | 15.71 | 46% |
| Returns for 3 years | 25.85 | 33.22 | 78% |
| Returns for 5 years | 55.52 | 50.20 | 111% |
| Returns for 10 years | 55.97 | 52.98 | 106% |
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