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APPLX vs CIREX
APPLX vs CIREX Comparison
Open Charts APPLX vs CIREX
Appleseed Investor
Price$16.07
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets53.1M
American Funds Capital Income Bldr 529E
Price$77.71
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.39B
APPLX vs CIREX Comparison Chart in %
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APPLX vs. CIREX commentary
Jul 26, 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: 117B vs. APPLX (53.1M). APPLX pays higher dividends than CIREX: APPLX (4.85) vs CIREX (2.75). 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 (14.71) and CIREX (14.69) have marching annual gain over last year. APPLX return over 5 years is better than : 57.53 vs. CIREX (54.10).
| 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 | 13.952 | 13.925 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.1M | 117B | 0% |
| Annual Yield % from dividends | 4.85 | 2.75 | 176% |
| Returns for 1 year | 14.71 | 14.69 | 100% |
| Returns for 3 years | 32.43 | 35.31 | 92% |
| Returns for 5 years | 57.53 | 54.10 | 106% |
| Returns for 10 years | 56.35 | 79.90 | 71% |
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