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APPIX vs CIRFX
APPIX vs CIRFX Comparison
Open Charts APPIX vs CIRFX
Appleseed Institutional
Price$15.83
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets52.62M
American Funds Capital Income Bldr 529F
Price$75.99
Change+$0.23 (+0.30%)
VolumeN/A
Net Assets115.03B
APPIX vs CIRFX Comparison Chart in %
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APPIX vs. CIRFX commentary
Jul 01, 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: 115B vs. APPIX (52.6M). 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: 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 : 16.20 vs. CIRFX (15.34). APPIX (60.75) and CIRFX (59.15) 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 | 14 years | 23 years | - |
| Gain YTD | 11.400 | 11.755 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.6M | 115B | 0% |
| Annual Yield % from dividends | 5.25 | 3.17 | 166% |
| Returns for 1 year | 16.20 | 15.34 | 106% |
| Returns for 3 years | 27.92 | 34.26 | 82% |
| Returns for 5 years | 60.75 | 59.15 | 103% |
| Returns for 10 years | 47.30 | 84.95 | 56% |
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