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APPIX vs CIRFX
APPIX vs CIRFX Comparison
Open Charts APPIX vs CIRFX
Appleseed Institutional
Price$16.09
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets52.3M
American Funds Capital Income Bldr 529F
Price$77.41
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets116.75B
APPIX vs CIRFX Comparison Chart in %
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APPIX vs. CIRFX commentary
Aug 09, 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 CIRFX is a Buy.
FUNDAMENTALS
Fundamentals
CIRFX has more cash in the bank: 117B vs. APPIX (52.3M). APPIX pays higher dividends than CIRFX: APPIX (5.04) vs CIRFX (3.12). 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 (15.35) and CIRFX (14.65) have marching annual gain over last year. CIRFX return over 5 years is better than : 55.04 vs. APPIX (51.97).
| 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 | 12.738 | 13.843 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.3M | 117B | 0% |
| Annual Yield % from dividends | 5.04 | 3.12 | 161% |
| Returns for 1 year | 15.35 | 14.65 | 105% |
| Returns for 3 years | 25.14 | 34.16 | 74% |
| Returns for 5 years | 51.97 | 55.04 | 94% |
| Returns for 10 years | 57.53 | 86.53 | 66% |