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APPIX vs CFIHX
APPIX vs CFIHX Comparison
Open Charts APPIX vs CFIHX
Appleseed Institutional
Price$14.35
Change-$0.52 (-3.50%)
VolumeN/A
Net Assets54.42M
American Funds Capital Income Bldr F3
Price$71.04
Change-$1.20 (-1.66%)
VolumeN/A
Net Assets109.78B
APPIX vs CFIHX Comparison Chart
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APPIX vs. CFIHX commentary
Apr 04, 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: 110B vs. APPIX (54.4M). APPIX pays higher dividends than CFIHX: APPIX (5.40) vs CFIHX (3.47). 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 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 : 8.73 vs. APPIX (6.92). APPIX return over 5 years is better than : 88.19 vs. CFIHX (56.15).
| 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 | 4.645 | 3.817 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.4M | 110B | 0% |
| Annual Yield % from dividends | 5.40 | 3.47 | 156% |
| Returns for 1 year | 6.92 | 8.73 | 79% |
| Returns for 3 years | 5.18 | 12.63 | 41% |
| Returns for 5 years | 88.19 | 56.15 | 157% |
| Returns for 10 years | 34.74 | N/A | - |
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