Interact to see
Advertisement
Advertisement
APPLX vs CIRFX
APPLX vs CIRFX Comparison
Open Charts APPLX vs CIRFX
Appleseed Investor
Price$17.15
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets54.86M
American Funds Capital Income Bldr 529F
Price$79.54
Change-$0.13 (-0.16%)
VolumeN/A
Net Assets120.39B
APPLX vs CIRFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
APPLX vs. CIRFX commentary
Oct 07, 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 Buy.
FUNDAMENTALS
Fundamentals
CIRFX has more cash in the bank: 120B vs. APPLX (54.9M). APPLX pays higher dividends than CIRFX: APPLX (4.52) 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 : 21.22 vs. CIRFX (12.30). CIRFX (59.81) and APPLX (59.09) 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 | 21.317 | 17.704 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.9M | 120B | 0% |
| Annual Yield % from dividends | 4.52 | 3.04 | 148% |
| Returns for 1 year | 21.22 | 12.30 | 172% |
| Returns for 3 years | 40.34 | 52.19 | 77% |
| Returns for 5 years | 59.09 | 59.81 | 99% |
| Returns for 10 years | 67.02 | 97.03 | 69% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement