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APPIX vs CFIHX
APPIX vs CFIHX Comparison
Open Charts APPIX vs CFIHX
Appleseed Institutional
Price$16.15
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets53.53M
American Funds Capital Income Bldr F3
Price$76.96
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
APPIX vs CFIHX Comparison Chart in %
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APPIX vs. CFIHX commentary
Jul 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 APPIX is a Buy and CFIHX is a Buy.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 116B vs. APPIX (53.5M). APPIX pays higher dividends than CFIHX: APPIX (5.01) vs CFIHX (3.30). APPIX was incepted earlier than CFIHX: APPIX (14 years) vs CFIHX (8 years). APPIX (1.44) is less costly to investors than CFIHX (0.27). APPIX is a more actively managed with annual turnover of: 63.00 vs. CFIHX (56.00). APPIX has a lower initial minimum investment than CFIHX: APPIX (100000) vs CFIHX (1000000). APPIX annual gain was more profitable for investors over the last year : 18.47 vs. CFIHX (16.11). APPIX return over 5 years is better than : 61.20 vs. CFIHX (52.23).
| APPIX | CFIHX | APPIX / CFIHX | |
| Total Expense Ratio | 1.02 | 0.27 | 378% |
| Annual Report Gross Expense Ratio | 1.44 | 0.27 | 533% |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | 13.652 | 13.253 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.5M | 116B | 0% |
| Annual Yield % from dividends | 5.01 | 3.30 | 152% |
| Returns for 1 year | 18.47 | 16.11 | 115% |
| Returns for 3 years | 32.49 | 34.43 | 94% |
| Returns for 5 years | 61.20 | 52.23 | 117% |
| Returns for 10 years | 52.81 | N/A | - |
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