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APPIX vs CFIHX
APPIX vs CFIHX Comparison
Open Charts APPIX vs CFIHX
Appleseed Institutional
Price$14.55
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets56.19M
American Funds Capital Income Bldr F3
Price$69.91
Change+$0.34 (+0.49%)
VolumeN/A
Net Assets106.42B
APPIX vs CFIHX Comparison Chart
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APPIX vs. CFIHX commentary
Jan 19, 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 APPIX is a StrongBuy and CFIHX is a Hold.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 106B vs. APPIX (56.2M). CFIHX pays higher dividends than APPIX: CFIHX (3.59) vs APPIX (2.04). APPIX was incepted earlier than CFIHX: APPIX (14 years) vs CFIHX (8 years). CFIHX is a more actively managed with annual turnover of: 106.00 vs. APPIX (63.00). APPIX has a lower initial minimum investment than CFIHX: APPIX (100000) vs CFIHX (1000000). CFIHX annual gain was more profitable for investors over the last year : 11.08 vs. APPIX (10.34). CFIHX return over 5 years is better than : 24.07 vs. APPIX (16.94).
| APPIX | CFIHX | APPIX / CFIHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | 2.393 | 1.436 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.2M | 106B | 0% |
| Annual Yield % from dividends | 2.04 | 3.59 | 57% |
| Returns for 1 year | 10.34 | 11.08 | 93% |
| Returns for 3 years | -3.54 | 8.23 | -43% |
| Returns for 5 years | 16.94 | 24.07 | 70% |
| Returns for 10 years | 37.78 | N/A | - |