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APPIX vs CIRCX
APPIX vs CIRCX Comparison
Open Charts APPIX vs CIRCX
Appleseed Institutional
Price$17.18
Change+$0.18 (+1.06%)
VolumeN/A
Net Assets53.16M
American Funds Capital Income Bldr 529C
Price$79.96
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets119.59B
APPIX vs CIRCX Comparison Chart in %
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APPIX vs. CIRCX commentary
Oct 21, 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 CIRCX is a Buy.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 120B vs. APPIX (53.2M). APPIX pays higher dividends than CIRCX: APPIX (4.67) vs CIRCX (2.16). APPIX was incepted earlier than CIRCX: APPIX (15 years) vs CIRCX (24 years). APPIX (1.44) and CIRCX (1.37) have similar cost to investors . APPIX is a more actively managed with annual turnover of: 60.00 vs. CIRCX (56.00). CIRCX has a lower initial minimum investment than APPIX: CIRCX (250) vs APPIX (100000). APPIX annual gain was more profitable for investors over the last year : 18.44 vs. CIRCX (10.31). APPIX return over 5 years is better than : 59.70 vs. CIRCX (53.95).
| APPIX | CIRCX | APPIX / CIRCX | |
| Total Expense Ratio | 1.02 | 1.37 | 74% |
| Annual Report Gross Expense Ratio | 1.44 | 1.37 | 105% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 20.901 | 16.957 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.2M | 120B | 0% |
| Annual Yield % from dividends | 4.67 | 2.16 | 216% |
| Returns for 1 year | 18.44 | 10.31 | 179% |
| Returns for 3 years | 40.30 | 46.62 | 86% |
| Returns for 5 years | 59.70 | 53.95 | 111% |
| Returns for 10 years | 67.26 | 76.57 | 88% |
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