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APPLX vs CIRFX
APPLX vs CIRFX Comparison
Open Charts APPLX vs CIRFX
Appleseed Investor
Price$14.52
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets51.63M
American Funds Capital Income Bldr 529F
Price$77.07
Change+$0.13 (+0.17%)
VolumeN/A
Net Assets120.93B
APPLX vs CIRFX Comparison Chart in %
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APPLX vs. CIRFX commentary
Dec 26, 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 Hold.
FUNDAMENTALS
Fundamentals
CIRFX has more cash in the bank: 121B vs. APPLX (51.6M). APPLX pays higher dividends than CIRFX: APPLX (4.47) vs CIRFX (2.96). 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: 67.00 vs. CIRFX (56.00). CIRFX has a lower initial minimum investment than APPLX: CIRFX (250) vs APPLX (2500). CIRFX annual gain was more profitable for investors over the last year : 13.29 vs. APPLX (3.05). CIRFX return over 5 years is better than : 44.93 vs. APPLX (10.40).
| 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 | 2.833 | 14.049 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.6M | 121B | 0% |
| Annual Yield % from dividends | 4.47 | 2.96 | 151% |
| Returns for 1 year | 3.05 | 13.29 | 23% |
| Returns for 3 years | 19.97 | 33.70 | 59% |
| Returns for 5 years | 10.40 | 44.93 | 23% |
| Returns for 10 years | 50.58 | 92.88 | 54% |
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