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APPIX vs CIRFX
APPIX vs CIRFX Comparison
Open Charts APPIX vs CIRFX
Appleseed Institutional
Price$16.40
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets53.22M
American Funds Capital Income Bldr 529F
Price$77.96
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
APPIX vs CIRFX Comparison Chart in %
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APPIX vs. CIRFX commentary
Aug 18, 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: 118B vs. APPIX (53.2M). APPIX pays higher dividends than CIRFX: APPIX (5.04) vs CIRFX (3.12). 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 : 16.73 vs. CIRFX (12.70). CIRFX (55.23) and APPIX (52.71) 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 | 15.412 | 14.652 | 105% |
| 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 | 118B | 0% |
| Annual Yield % from dividends | 5.04 | 3.12 | 161% |
| Returns for 1 year | 16.73 | 12.70 | 132% |
| Returns for 3 years | 24.76 | 32.29 | 77% |
| Returns for 5 years | 52.71 | 55.23 | 95% |
| Returns for 10 years | 61.53 | 88.17 | 70% |
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