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APPLX vs CIREX
APPLX vs CIREX Comparison
Open Charts APPLX vs CIREX
Appleseed Investor
Price$15.72
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets52.49M
American Funds Capital Income Bldr 529E
Price$76.09
Change+$0.23 (+0.30%)
VolumeN/A
Net Assets114.7B
APPLX vs CIREX Comparison Chart in %
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APPLX vs. CIREX 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 CIREX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 115B vs. APPLX (52.5M). APPLX pays higher dividends than CIREX: APPLX (5.07) vs CIREX (2.80). APPLX was incepted earlier than CIREX: APPLX (19 years) vs CIREX (23 years). APPLX (1.69) is less costly to investors than CIREX (0.85). APPLX is a more actively managed with annual turnover of: 60.00 vs. CIREX (56.00). CIREX has a lower initial minimum investment than APPLX: CIREX (250) vs APPLX (2500). APPLX (15.63) and CIREX (14.90) have marching annual gain over last year. APPLX (58.79) and CIREX (56.07) have equivalent 5 years return.
| APPLX | CIREX | APPLX / CIREX | |
| Total Expense Ratio | 1.21 | 0.85 | 142% |
| Annual Report Gross Expense Ratio | 1.69 | 0.85 | 199% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 10.977 | 11.550 | 95% |
| Front Load | N/A | N/A | - |
| 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 | 2.80 | 181% |
| Returns for 1 year | 15.63 | 14.90 | 105% |
| Returns for 3 years | 26.83 | 32.70 | 82% |
| Returns for 5 years | 58.79 | 56.07 | 105% |
| Returns for 10 years | 44.05 | 77.35 | 57% |
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