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FBBYX vs RIREX
FBBYX vs RIREX Comparison
Open Charts FBBYX vs RIREX
First Foundation Total Return Y
Price$28.04
Change-$0.10 (-0.36%)
VolumeN/A
Net Assets77.29M
American Funds Capital Income Bldr R4
Price$80.91
Change-$0.60 (-0.74%)
VolumeN/A
Net Assets120.93B
FBBYX vs RIREX Comparison Chart in %
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FBBYX vs. RIREX 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 FBBYX is a StrongBuy and RIREX is a Hold.
FUNDAMENTALS
Fundamentals
RIREX has more cash in the bank: 121B vs. FBBYX (77.3M). FBBYX pays higher dividends than RIREX: FBBYX (4.75) vs RIREX (2.81). FBBYX was incepted earlier than RIREX: FBBYX (32 years) vs RIREX (24 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 (22.00). 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 : 15.75 vs. FBBYX (0.29). RIREX return over 5 years is better than : 47.18 vs. FBBYX (27.99).
| 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 | 24 years | - |
| Gain YTD | 8.398 | 20.402 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.3M | 121B | 0% |
| Annual Yield % from dividends | 4.75 | 2.81 | 169% |
| Returns for 1 year | 0.29 | 15.75 | 2% |
| Returns for 3 years | 12.65 | 37.84 | 33% |
| Returns for 5 years | 27.99 | 47.18 | 59% |
| Returns for 10 years | 75.49 | 72.30 | 104% |
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