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APPIX vs CIRFX
APPIX vs CIRFX Comparison
Open Charts APPIX vs CIRFX
Appleseed Institutional
Price$16.85
Change+$0.07 (+0.42%)
VolumeN/A
Net Assets54.54M
American Funds Capital Income Bldr 529F
Price$78.51
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets118.23B
APPIX vs CIRFX Comparison Chart in %
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APPIX vs. CIRFX commentary
Sep 08, 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 StrongBuy and CIRFX is a Buy.
FUNDAMENTALS
Fundamentals
CIRFX has more cash in the bank: 118B vs. APPIX (54.5M). APPIX pays higher dividends than CIRFX: APPIX (4.75) vs CIRFX (3.04). 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: 60.00 vs. CIRFX (56.00). CIRFX has a lower initial minimum investment than APPIX: CIRFX (250) vs APPIX (100000). APPIX annual gain was more profitable for investors over the last year : 21.24 vs. CIRFX (12.06). APPIX return over 5 years is better than : 61.29 vs. CIRFX (56.59).
| 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 | 19.141 | 15.461 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.5M | 118B | 0% |
| Annual Yield % from dividends | 4.75 | 3.04 | 156% |
| Returns for 1 year | 21.24 | 12.06 | 176% |
| Returns for 3 years | 37.12 | 41.09 | 90% |
| Returns for 5 years | 61.29 | 56.59 | 108% |
| Returns for 10 years | 70.46 | 98.46 | 72% |
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