Ad is loading...
APPIX vs CIRFX
APPIX vs CIRFX Comparison
Open Charts APPIX vs CIRFX
Appleseed Institutional
Price$14.69
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets51.48M
American Funds Capital Income Bldr 529F
Price$72.56
Change+$0.11 (+0.15%)
VolumeN/A
Net Assets109.75B
APPIX vs CIRFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
APPIX vs. CIRFX commentary
May 12, 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: 110B vs. APPIX (51.5M). APPIX pays higher dividends than CIRFX: APPIX (5.47) vs CIRFX (3.27). 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 : 10.37 vs. APPIX (5.63). APPIX return over 5 years is better than : 59.38 vs. CIRFX (55.51).
| 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 | 3.378 | 6.018 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.5M | 110B | 0% |
| Annual Yield % from dividends | 5.47 | 3.27 | 167% |
| Returns for 1 year | 5.63 | 10.37 | 54% |
| Returns for 3 years | 16.53 | 25.49 | 65% |
| Returns for 5 years | 59.38 | 55.51 | 107% |
| Returns for 10 years | 32.10 | 69.92 | 46% |