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APPLX vs CIRFX
APPLX vs CIRFX Comparison
Open Charts APPLX vs CIRFX
Appleseed Investor
Price$16.63
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets53.64M
American Funds Capital Income Bldr 529F
Price$78.28
Change-$0.12 (-0.15%)
VolumeN/A
Net Assets117.97B
APPLX vs CIRFX Comparison Chart in %
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APPLX vs. CIRFX commentary
Aug 31, 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 Buy and CIRFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CIRFX has more cash in the bank: 118B vs. APPLX (53.6M). APPLX pays higher dividends than CIRFX: APPLX (4.59) vs CIRFX (3.04). 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). APPLX annual gain was more profitable for investors over the last year : 17.60 vs. CIRFX (11.10). APPLX (55.63) and CIRFX (54.93) 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 | 17.776 | 15.123 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.6M | 118B | 0% |
| Annual Yield % from dividends | 4.59 | 3.04 | 151% |
| Returns for 1 year | 17.60 | 11.10 | 159% |
| Returns for 3 years | 33.60 | 38.65 | 87% |
| Returns for 5 years | 55.63 | 54.93 | 101% |
| Returns for 10 years | 66.06 | 101.63 | 65% |
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