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APPLX vs CIRFX
APPLX vs CIRFX Comparison
Open Charts APPLX vs CIRFX
Appleseed Investor
Price$16.28
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
APPLX vs CIRFX Comparison Chart in %
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APPLX 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 APPLX is a Hold and CIRFX is a Buy.
FUNDAMENTALS
Fundamentals
CIRFX has more cash in the bank: 118B vs. APPLX (53.2M). APPLX pays higher dividends than CIRFX: APPLX (4.87) vs CIRFX (3.12). APPLX was incepted earlier than CIRFX: APPLX (19 years) vs CIRFX (23 years). APPLX (1.69) is less costly to investors than CIRFX (0.71). APPLX is a more actively managed with annual turnover of: 60.00 vs. CIRFX (56.00). CIRFX has a lower initial minimum investment than APPLX: CIRFX (250) vs APPLX (2500). APPLX annual gain was more profitable for investors over the last year : 16.54 vs. CIRFX (12.70). CIRFX return over 5 years is better than : 55.23 vs. APPLX (51.32).
| APPLX | CIRFX | APPLX / CIRFX | |
| Total Expense Ratio | 1.21 | 0.71 | 170% |
| Annual Report Gross Expense Ratio | 1.69 | 0.71 | 238% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 15.297 | 14.652 | 104% |
| 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 | 3.12 | 156% |
| Returns for 1 year | 16.54 | 12.70 | 130% |
| Returns for 3 years | 24.10 | 32.29 | 75% |
| Returns for 5 years | 51.32 | 55.23 | 93% |
| Returns for 10 years | 58.60 | 88.17 | 66% |
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