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APPIX vs CIRFX
APPIX vs CIRFX Comparison
Open Charts APPIX vs CIRFX
Appleseed Institutional
Price$17.18
Change+$0.18 (+1.06%)
VolumeN/A
Net Assets53.16M
American Funds Capital Income Bldr 529F
Price$79.62
Change+$0.42 (+0.53%)
VolumeN/A
Net Assets119.59B
APPIX vs CIRFX Comparison Chart in %
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APPIX vs. CIRFX commentary
Oct 21, 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 Buy.
FUNDAMENTALS
Fundamentals
CIRFX has more cash in the bank: 120B vs. APPIX (53.2M). APPIX pays higher dividends than CIRFX: APPIX (4.67) 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 : 18.44 vs. CIRFX (11.31). CIRFX (61.15) and APPIX (59.70) 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 | 20.901 | 17.822 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.2M | 120B | 0% |
| Annual Yield % from dividends | 4.67 | 3.04 | 153% |
| Returns for 1 year | 18.44 | 11.31 | 163% |
| Returns for 3 years | 40.30 | 50.68 | 80% |
| Returns for 5 years | 59.70 | 61.15 | 98% |
| Returns for 10 years | 67.26 | 94.12 | 71% |
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