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APPIX vs CIRFX
APPIX vs CIRFX Comparison
Open Charts APPIX vs CIRFX
Appleseed Institutional
Price$14.64
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets51.63M
American Funds Capital Income Bldr 529F
Price$77.07
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets120.93B
APPIX vs CIRFX Comparison Chart in %
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APPIX vs. CIRFX 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 CIRFX is a Hold.
FUNDAMENTALS
Fundamentals
CIRFX has more cash in the bank: 121B vs. APPIX (51.6M). APPIX pays higher dividends than CIRFX: APPIX (4.62) vs CIRFX (2.96). APPIX was incepted earlier than CIRFX: APPIX (15 years) vs CIRFX (23 years). APPIX (1.44) is less costly to investors than CIRFX (0.71). APPIX is a more actively managed with annual turnover of: 67.00 vs. CIRFX (56.00). CIRFX has a lower initial minimum investment than APPIX: CIRFX (250) vs APPIX (100000). CIRFX annual gain was more profitable for investors over the last year : 13.29 vs. APPIX (3.24). CIRFX return over 5 years is better than : 44.93 vs. APPIX (11.39).
| APPIX | CIRFX | APPIX / CIRFX | |
| Total Expense Ratio | 1.02 | 0.71 | 144% |
| Annual Report Gross Expense Ratio | 1.44 | 0.71 | 203% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 3.026 | 14.049 | 22% |
| 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 | 2.96 | 156% |
| Returns for 1 year | 3.24 | 13.29 | 24% |
| Returns for 3 years | 20.66 | 33.70 | 61% |
| Returns for 5 years | 11.39 | 44.93 | 25% |
| Returns for 10 years | 53.48 | 92.88 | 58% |
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