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APPIX vs CIRCX
APPIX vs CIRCX Comparison
Open Charts APPIX vs CIRCX
Appleseed Institutional
Price$17.15
Change-$0.13 (-0.75%)
VolumeN/A
Net Assets54.85M
American Funds Capital Income Bldr 529C
Price$79.82
Change-$0.09 (-0.11%)
VolumeN/A
Net Assets120.2B
APPIX vs CIRCX Comparison Chart in %
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APPIX vs. CIRCX commentary
Oct 08, 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 CIRCX is a Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 120B vs. APPIX (54.8M). APPIX pays higher dividends than CIRCX: APPIX (4.67) vs CIRCX (2.16). APPIX was incepted earlier than CIRCX: APPIX (15 years) vs CIRCX (24 years). APPIX (1.44) and CIRCX (1.37) have similar cost to investors . APPIX is a more actively managed with annual turnover of: 60.00 vs. CIRCX (56.00). CIRCX has a lower initial minimum investment than APPIX: CIRCX (250) vs APPIX (100000). APPIX annual gain was more profitable for investors over the last year : 22.50 vs. CIRCX (11.50). APPIX return over 5 years is better than : 59.69 vs. CIRCX (51.49).
| APPIX | CIRCX | APPIX / CIRCX | |
| Total Expense Ratio | 1.02 | 1.37 | 74% |
| Annual Report Gross Expense Ratio | 1.44 | 1.37 | 105% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 21.605 | 16.752 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.8M | 120B | 0% |
| Annual Yield % from dividends | 4.67 | 2.16 | 216% |
| Returns for 1 year | 22.50 | 11.50 | 196% |
| Returns for 3 years | 41.23 | 47.92 | 86% |
| Returns for 5 years | 59.69 | 51.49 | 116% |
| Returns for 10 years | 70.34 | 79.02 | 89% |
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