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APPIX vs CFIHX
APPIX vs CFIHX Comparison
Open Charts APPIX vs CFIHX
Appleseed Institutional
Price$15.44
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets53.72M
American Funds Capital Income Bldr F3
Price$75.27
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets113.5B
APPIX vs CFIHX Comparison Chart
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APPIX vs. CFIHX commentary
Jun 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 APPIX is a Buy and CFIHX is a Buy.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 113B vs. APPIX (53.7M). APPIX pays higher dividends than CFIHX: APPIX (5.25) vs CFIHX (3.35). APPIX was incepted earlier than CFIHX: APPIX (14 years) vs CFIHX (8 years). APPIX (1.44) is less costly to investors than CFIHX (0.27). APPIX is a more actively managed with annual turnover of: 63.00 vs. CFIHX (56.00). 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 : 13.41 vs. APPIX (10.50). APPIX (46.44) and CFIHX (44.64) have equivalent 5 years return.
| APPIX | CFIHX | APPIX / CFIHX | |
| Total Expense Ratio | 1.02 | 0.27 | 378% |
| Annual Report Gross Expense Ratio | 1.44 | 0.27 | 533% |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | 8.445 | 9.999 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.7M | 113B | 0% |
| Annual Yield % from dividends | 5.25 | 3.35 | 157% |
| Returns for 1 year | 10.50 | 13.41 | 78% |
| Returns for 3 years | 17.48 | 22.27 | 79% |
| Returns for 5 years | 46.44 | 44.64 | 104% |
| Returns for 10 years | 41.82 | N/A | - |