Interact to see
Advertisement
Advertisement
APPIX vs CIRFX
APPIX vs CIRFX Comparison
Open Charts APPIX vs CIRFX
Appleseed Institutional
Price$16.99
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets54.11M
American Funds Capital Income Bldr 529F
Price$78.73
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets118.94B
APPIX vs CIRFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
APPIX vs. CIRFX commentary
Sep 30, 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 Buy and CIRFX is a Buy.
FUNDAMENTALS
Fundamentals
CIRFX has more cash in the bank: 119B vs. APPIX (54.1M). 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 : 17.67 vs. CIRFX (10.47). APPIX (62.84) and CIRFX (60.47) have equivalent 5 years return.
| 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 | 19.564 | 16.505 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.1M | 119B | 0% |
| Annual Yield % from dividends | 4.75 | 3.04 | 156% |
| Returns for 1 year | 17.67 | 10.47 | 169% |
| Returns for 3 years | 43.09 | 52.29 | 82% |
| Returns for 5 years | 62.84 | 60.47 | 104% |
| Returns for 10 years | 74.80 | 101.55 | 74% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement