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APPIX vs CIRFX
APPIX vs CIRFX Comparison
Open Charts APPIX vs CIRFX
Appleseed Institutional
Price$17.08
Change-$0.00 (-0.00%)
VolumeN/A
Net AssetsN/A
American Funds Capital Income Bldr 529F
Price$79.03
Change-$0.06 (-0.08%)
VolumeN/A
Net Assets119.04B
APPIX vs CIRFX Comparison Chart in %
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APPIX vs. CIRFX commentary
Sep 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
APPIX pays higher dividends than CIRFX: APPIX (4.75) vs CIRFX (3.04). APPIX was incepted earlier than CIRFX: APPIX (15 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: 60.00 vs. CIRFX (56.00). CIRFX has a lower initial minimum investment than APPIX: CIRFX (250) vs APPIX (100000). APPIX annual gain was more profitable for investors over the last year : 21.98 vs. CIRFX (11.84). CIRFX (58.09) and APPIX (57.71) have equivalent 5 years return.
| APPIX | CIRFX | APPIX / CIRFX | |
| Total Expense Ratio | 1.02 | 0.71 | 144% |
| Annual Report Gross Expense Ratio | 1.44 | 0.71 | 203% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 20.197 | 16.949 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 119B | - |
| Annual Yield % from dividends | 4.75 | 3.04 | 156% |
| Returns for 1 year | 21.98 | 11.84 | 186% |
| Returns for 3 years | 38.54 | 42.95 | 90% |
| Returns for 5 years | 57.71 | 58.09 | 99% |
| Returns for 10 years | 72.26 | 101.52 | 71% |
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