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APPIX vs CIRCX
APPIX vs CIRCX Comparison
Open Charts APPIX vs CIRCX
Appleseed Institutional
Price$16.33
Change-$0.11 (-0.67%)
VolumeN/A
Net Assets50.73M
American Funds Capital Income Bldr 529C
Price$79.22
Change-$0.18 (-0.23%)
VolumeN/A
Net Assets119.1B
APPIX vs CIRCX Comparison Chart in %
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APPIX vs. CIRCX commentary
Nov 20, 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 CIRCX is a Hold.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 119B vs. APPIX (50.7M). APPIX pays higher dividends than CIRCX: APPIX (4.67) vs CIRCX (2.17). 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 : 14.09 vs. CIRCX (12.19). CIRCX return over 5 years is better than : 45.50 vs. APPIX (38.55).
| 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 | 15.693 | 15.874 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.7M | 119B | 0% |
| Annual Yield % from dividends | 4.67 | 2.17 | 216% |
| Returns for 1 year | 14.09 | 12.19 | 116% |
| Returns for 3 years | 31.37 | 35.11 | 89% |
| Returns for 5 years | 38.55 | 45.50 | 85% |
| Returns for 10 years | 67.82 | 78.02 | 87% |
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