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APPIX vs CIRFX
APPIX vs CIRFX Comparison
Open Charts APPIX vs CIRFX
Appleseed Institutional
Price$15.44
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets53.72M
American Funds Capital Income Bldr 529F
Price$75.22
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets113.5B
APPIX vs CIRFX Comparison Chart
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APPIX vs. CIRFX 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 CIRFX is a Buy.
FUNDAMENTALS
Fundamentals
CIRFX has more cash in the bank: 113B vs. APPIX (53.7M). APPIX pays higher dividends than CIRFX: APPIX (5.25) vs CIRFX (3.17). APPIX was incepted earlier than CIRFX: APPIX (14 years) vs CIRFX (23 years). APPIX (1.44) is less costly to investors than CIRFX (0.71). APPIX is a more actively managed with annual turnover of: 63.00 vs. CIRFX (56.00). CIRFX has a lower initial minimum investment than APPIX: CIRFX (250) vs APPIX (100000). CIRFX annual gain was more profitable for investors over the last year : 13.17 vs. APPIX (10.50). CIRFX return over 5 years is better than : 50.56 vs. APPIX (46.44).
| APPIX | CIRFX | APPIX / CIRFX | |
| Total Expense Ratio | 1.02 | 0.71 | 144% |
| Annual Report Gross Expense Ratio | 1.44 | 0.71 | 203% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 8.445 | 9.905 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.7M | 113B | 0% |
| Annual Yield % from dividends | 5.25 | 3.17 | 166% |
| Returns for 1 year | 10.50 | 13.17 | 80% |
| Returns for 3 years | 17.48 | 24.32 | 72% |
| Returns for 5 years | 46.44 | 50.56 | 92% |
| Returns for 10 years | 41.82 | 80.34 | 52% |
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