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APPIX vs CIRFX
APPIX vs CIRFX Comparison
Open Charts APPIX vs CIRFX
Appleseed Institutional
Price$16.33
Change-$0.11 (-0.67%)
VolumeN/A
Net Assets50.73M
American Funds Capital Income Bldr 529F
Price$78.94
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets119.1B
APPIX vs CIRFX Comparison Chart in %
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APPIX vs. CIRFX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CIRFX has more cash in the bank: 119B vs. APPIX (50.7M). APPIX pays higher dividends than CIRFX: APPIX (4.67) 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 : 14.09 vs. CIRFX (13.20). CIRFX return over 5 years is better than : 52.28 vs. APPIX (38.55).
| 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 | 15.693 | 16.816 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.7M | 119B | 0% |
| Annual Yield % from dividends | 4.67 | 3.04 | 154% |
| Returns for 1 year | 14.09 | 13.20 | 107% |
| Returns for 3 years | 31.37 | 38.85 | 81% |
| Returns for 5 years | 38.55 | 52.28 | 74% |
| Returns for 10 years | 67.82 | 95.68 | 71% |
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