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APPLX vs CIRAX
APPLX vs CIRAX Comparison
Open Charts APPLX vs CIRAX
Appleseed Investor
Price$15.72
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets52.49M
American Funds Capital Income Bldr 529A
Price$76.03
Change+$0.23 (+0.30%)
VolumeN/A
Net Assets114.7B
APPLX vs CIRAX Comparison Chart in %
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APPLX vs. CIRAX commentary
Jun 28, 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 APPLX is a Hold and CIRAX is a Buy.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 115B vs. APPLX (52.5M). APPLX pays higher dividends than CIRAX: APPLX (5.07) vs CIRAX (3.02). APPLX was incepted earlier than CIRAX: APPLX (19 years) vs CIRAX (23 years). APPLX (1.69) is less costly to investors than CIRAX (0.62). APPLX is a more actively managed with annual turnover of: 60.00 vs. CIRAX (56.00). CIRAX has a lower initial minimum investment than APPLX: CIRAX (250) vs APPLX (2500). APPLX (15.63) and CIRAX (15.16) have marching annual gain over last year. APPLX (58.79) and CIRAX (57.84) have equivalent 5 years return.
| APPLX | CIRAX | APPLX / CIRAX | |
| Total Expense Ratio | 1.21 | 0.62 | 195% |
| Annual Report Gross Expense Ratio | 1.69 | 0.62 | 273% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 10.977 | 11.666 | 94% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.5M | 115B | 0% |
| Annual Yield % from dividends | 5.07 | 3.02 | 168% |
| Returns for 1 year | 15.63 | 15.16 | 103% |
| Returns for 3 years | 26.83 | 33.61 | 80% |
| Returns for 5 years | 58.79 | 57.84 | 102% |
| Returns for 10 years | 44.05 | 81.36 | 54% |
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