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APPIX vs CFIHX
APPIX vs CFIHX Comparison
Open Charts APPIX vs CFIHX
Appleseed Institutional
Price$14.08
Change-$0.32 (-2.22%)
VolumeN/A
CapitalizationN/A
American Funds Capital Income Bldr F3
Price$71.15
Change-$1.60 (-2.20%)
VolumeN/A
CapitalizationN/A
APPIX vs CFIHX Comparison Chart
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APPIX vs. CFIHX commentary
Dec 19, 2024
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 Hold and CFIHX is a Buy.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 108B vs. APPIX (57.8M). 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 : 13.81 vs. APPIX (10.08). CFIHX return over 5 years is better than : 27.41 vs. APPIX (17.43).
| 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 | 7.351 | 12.352 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 57.8M | 108B | 0% |
| Annual Yield % from dividends | 2.04 | 3.59 | 57% |
| Returns for 1 year | 10.08 | 13.81 | 73% |
| Returns for 3 years | -3.20 | 14.12 | -23% |
| Returns for 5 years | 17.43 | 27.41 | 64% |
| Returns for 10 years | 36.36 | N/A | - |
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