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APPIX vs CFIHX
APPIX vs CFIHX Comparison
Open Charts APPIX vs CFIHX
Appleseed Institutional
Price$16.19
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets52.94M
American Funds Capital Income Bldr F3
Price$77.66
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets117.32B
APPIX vs CFIHX Comparison Chart in %
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APPIX vs. CFIHX commentary
Jul 27, 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 Hold and CFIHX is a Buy.
FUNDAMENTALS
Fundamentals
CFIHX has more cash in the bank: 117B vs. APPIX (52.9M). APPIX pays higher dividends than CFIHX: APPIX (5.01) vs CFIHX (3.30). APPIX was incepted earlier than CFIHX: APPIX (14 years) vs CFIHX (9 years). APPIX (1.44) is less costly to investors than CFIHX (0.27). APPIX is a more actively managed with annual turnover of: 60.00 vs. CFIHX (56.00). APPIX has a lower initial minimum investment than CFIHX: APPIX (100000) vs CFIHX (1000000). CFIHX (15.35) and APPIX (14.77) have marching annual gain over last year. APPIX return over 5 years is better than : 58.88 vs. CFIHX (52.01).
| 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 | 9 years | - |
| Gain YTD | 13.934 | 14.283 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.9M | 117B | 0% |
| Annual Yield % from dividends | 5.01 | 3.30 | 152% |
| Returns for 1 year | 14.77 | 15.35 | 96% |
| Returns for 3 years | 33.02 | 35.36 | 93% |
| Returns for 5 years | 58.88 | 52.01 | 113% |
| Returns for 10 years | 59.20 | N/A | - |
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