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APPIX vs CFIHX
APPIX vs CFIHX Comparison
Open Charts APPIX vs CFIHX
Appleseed Institutional
Price$15.83
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets52.62M
American Funds Capital Income Bldr F3
Price$76.01
Change+$0.23 (+0.30%)
VolumeN/A
Net Assets115.03B
APPIX vs CFIHX Comparison Chart in %
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APPIX vs. CFIHX commentary
Jul 01, 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 Hold and CFIHX is a Buy.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 115B vs. APPIX (52.6M). 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: 60.00 vs. CFIHX (56.00). APPIX has a lower initial minimum investment than CFIHX: APPIX (100000) vs CFIHX (1000000). APPIX (16.20) and CFIHX (15.56) have marching annual gain over last year. APPIX return over 5 years is better than : 60.75 vs. CFIHX (53.96).
| 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 | 11.400 | 11.855 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.6M | 115B | 0% |
| Annual Yield % from dividends | 5.25 | 3.35 | 157% |
| Returns for 1 year | 16.20 | 15.56 | 104% |
| Returns for 3 years | 27.92 | 32.78 | 85% |
| Returns for 5 years | 60.75 | 53.96 | 113% |
| Returns for 10 years | 47.30 | N/A | - |
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