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APPIX vs CIRCX
APPIX vs CIRCX Comparison
Open Charts APPIX vs CIRCX
Appleseed Institutional
Price$14.76
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets47.63M
American Funds Capital Income Bldr 529C
Price$78.72
Change+$0.31 (+0.40%)
VolumeN/A
Net Assets120.79B
APPIX vs CIRCX Comparison Chart in %
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APPIX vs. CIRCX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 121B vs. APPIX (47.6M). APPIX pays higher dividends than CIRCX: APPIX (5.33) vs CIRCX (2.12). 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: 67.00 vs. CIRCX (56.00). CIRCX has a lower initial minimum investment than APPIX: CIRCX (250) vs APPIX (100000). CIRCX annual gain was more profitable for investors over the last year : 17.02 vs. APPIX (7.96). CIRCX return over 5 years is better than : 38.64 vs. APPIX (13.61).
| 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 | 1.304 | 1.943 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.6M | 121B | 0% |
| Annual Yield % from dividends | 5.33 | 2.12 | 251% |
| Returns for 1 year | 7.96 | 17.02 | 47% |
| Returns for 3 years | 20.74 | 29.84 | 69% |
| Returns for 5 years | 13.61 | 38.64 | 35% |
| Returns for 10 years | 75.83 | 91.93 | 82% |
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