Interact to see
Advertisement
Advertisement
APPIX vs CIRFX
APPIX vs CIRFX Comparison
Open Charts APPIX vs CIRFX
Appleseed Institutional
Price$17.15
Change-$0.13 (-0.75%)
VolumeN/A
Net Assets54.85M
American Funds Capital Income Bldr 529F
Price$79.46
Change-$0.08 (-0.10%)
VolumeN/A
Net Assets120.2B
APPIX vs CIRFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
APPIX vs. CIRFX commentary
Oct 08, 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: 120B vs. APPIX (54.8M). 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 : 22.50 vs. CIRFX (12.51). APPIX (59.69) and CIRFX (58.60) 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 | 21.605 | 17.585 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.8M | 120B | 0% |
| Annual Yield % from dividends | 4.67 | 3.04 | 153% |
| Returns for 1 year | 22.50 | 12.51 | 180% |
| Returns for 3 years | 41.23 | 52.03 | 79% |
| Returns for 5 years | 59.69 | 58.60 | 102% |
| Returns for 10 years | 70.34 | 96.83 | 73% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement