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APPIX vs CIRFX
APPIX vs CIRFX Comparison
Open Charts APPIX vs CIRFX
Appleseed Institutional
Price$16.96
Change-$0.07 (-0.41%)
VolumeN/A
Net Assets52.52M
American Funds Capital Income Bldr 529F
Price$80.03
Change-$0.64 (-0.79%)
VolumeN/A
Net Assets121.54B
APPIX vs CIRFX Comparison Chart in %
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APPIX vs. CIRFX commentary
Nov 14, 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: 122B vs. APPIX (52.5M). 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 : 18.34 vs. CIRFX (15.16). CIRFX return over 5 years is better than : 56.69 vs. APPIX (45.40).
| 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 | 19.845 | 19.376 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.5M | 122B | 0% |
| Annual Yield % from dividends | 4.67 | 3.04 | 154% |
| Returns for 1 year | 18.34 | 15.16 | 121% |
| Returns for 3 years | 34.20 | 42.26 | 81% |
| Returns for 5 years | 45.40 | 56.69 | 80% |
| Returns for 10 years | 74.14 | 104.60 | 71% |
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