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APPLX vs CIRFX
APPLX vs CIRFX Comparison
Open Charts APPLX vs CIRFX
Appleseed Investor
Price$16.07
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets53.1M
American Funds Capital Income Bldr 529F
Price$77.63
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.39B
APPLX vs CIRFX Comparison Chart in %
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APPLX vs. CIRFX 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 CIRFX is a Buy.
FUNDAMENTALS
Fundamentals
CIRFX has more cash in the bank: 117B vs. APPLX (53.1M). APPLX pays higher dividends than CIRFX: APPLX (4.85) vs CIRFX (3.12). APPLX was incepted earlier than CIRFX: APPLX (19 years) vs CIRFX (23 years). APPLX (1.69) is less costly to investors than CIRFX (0.71). APPLX is a more actively managed with annual turnover of: 60.00 vs. CIRFX (56.00). CIRFX has a lower initial minimum investment than APPLX: CIRFX (250) vs APPLX (2500). CIRFX (15.12) and APPLX (14.71) have marching annual gain over last year. APPLX (57.53) and CIRFX (57.13) have equivalent 5 years return.
| APPLX | CIRFX | APPLX / CIRFX | |
| Total Expense Ratio | 1.21 | 0.71 | 170% |
| Annual Report Gross Expense Ratio | 1.69 | 0.71 | 238% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 13.952 | 14.167 | 98% |
| 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 | 3.12 | 155% |
| Returns for 1 year | 14.71 | 15.12 | 97% |
| Returns for 3 years | 32.43 | 36.87 | 88% |
| Returns for 5 years | 57.53 | 57.13 | 101% |
| Returns for 10 years | 56.35 | 87.60 | 64% |
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