Interact to see
Advertisement
Advertisement
APPIX vs CIRCX
APPIX vs CIRCX Comparison
Open Charts APPIX vs CIRCX
Appleseed Institutional
Price$14.64
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets51.63M
American Funds Capital Income Bldr 529C
Price$77.48
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets120.93B
APPIX vs CIRCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
APPIX vs. CIRCX commentary
Dec 26, 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 Hold.
FUNDAMENTALS
Fundamentals
CIRCX has more cash in the bank: 121B vs. APPIX (51.6M). APPIX pays higher dividends than CIRCX: APPIX (4.62) vs CIRCX (2.11). 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 : 12.56 vs. APPIX (3.24). CIRCX return over 5 years is better than : 38.84 vs. APPIX (11.39).
| 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 | 3.026 | 13.329 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.6M | 121B | 0% |
| Annual Yield % from dividends | 4.62 | 2.11 | 219% |
| Returns for 1 year | 3.24 | 12.56 | 26% |
| Returns for 3 years | 20.66 | 30.44 | 68% |
| Returns for 5 years | 11.39 | 38.84 | 29% |
| Returns for 10 years | 53.48 | 75.92 | 70% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement