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APPLX vs CIRFX
APPLX vs CIRFX Comparison
Open Charts APPLX vs CIRFX
Appleseed Investor
Price$15.51
Change-$0.08 (-0.51%)
VolumeN/A
Net Assets52.8M
American Funds Capital Income Bldr 529F
Price$75.10
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets113.85B
APPLX vs CIRFX Comparison Chart
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APPLX vs. CIRFX commentary
Jun 16, 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: 114B vs. APPLX (52.8M). APPLX pays higher dividends than CIRFX: APPLX (5.07) vs CIRFX (3.17). 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: 63.00 vs. CIRFX (56.00). CIRFX has a lower initial minimum investment than APPLX: CIRFX (250) vs APPLX (2500). APPLX (14.37) and CIRFX (14.03) have marching annual gain over last year. CIRFX (56.40) and APPLX (53.91) have equivalent 5 years return.
| 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 | 9.844 | 10.446 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.8M | 114B | 0% |
| Annual Yield % from dividends | 5.07 | 3.17 | 160% |
| Returns for 1 year | 14.37 | 14.03 | 102% |
| Returns for 3 years | 25.16 | 34.98 | 72% |
| Returns for 5 years | 53.91 | 56.40 | 96% |
| Returns for 10 years | 41.01 | 80.20 | 51% |
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