Interact to see
Advertisement
Advertisement
APPLX vs CIREX
APPLX vs CIREX Comparison
Open Charts APPLX vs CIREX
Appleseed Investor
Price$16.28
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets53.22M
American Funds Capital Income Bldr 529E
Price$78.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets117.69B
APPLX vs CIREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
APPLX vs. CIREX 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 APPLX is a Hold and CIREX is a Buy.
FUNDAMENTALS
Fundamentals
CIREX has more cash in the bank: 118B vs. APPLX (53.2M). APPLX pays higher dividends than CIREX: APPLX (4.87) vs CIREX (2.76). APPLX was incepted earlier than CIREX: APPLX (19 years) vs CIREX (23 years). APPLX (1.69) is less costly to investors than CIREX (0.85). APPLX is a more actively managed with annual turnover of: 60.00 vs. CIREX (56.00). CIREX has a lower initial minimum investment than APPLX: CIREX (250) vs APPLX (2500). APPLX annual gain was more profitable for investors over the last year : 16.54 vs. CIREX (12.27). CIREX (52.22) and APPLX (51.32) have equivalent 5 years return.
| APPLX | CIREX | APPLX / CIREX | |
| Total Expense Ratio | 1.21 | 0.85 | 142% |
| Annual Report Gross Expense Ratio | 1.69 | 0.85 | 199% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 15.297 | 14.379 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.2M | 118B | 0% |
| Annual Yield % from dividends | 4.87 | 2.76 | 177% |
| Returns for 1 year | 16.54 | 12.27 | 135% |
| Returns for 3 years | 24.10 | 30.77 | 78% |
| Returns for 5 years | 51.32 | 52.22 | 98% |
| Returns for 10 years | 58.60 | 80.43 | 73% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement