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APPLX vs CIRFX
APPLX vs CIRFX Comparison
Open Charts APPLX vs CIRFX
Appleseed Investor
Price$16.87
Change-$0.05 (-0.30%)
VolumeN/A
Net Assets53.16M
American Funds Capital Income Bldr 529F
Price$79.20
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets119.59B
APPLX vs CIRFX Comparison Chart in %
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APPLX vs. CIRFX commentary
Oct 19, 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: 120B vs. APPLX (53.2M). APPLX pays higher dividends than CIRFX: APPLX (4.52) vs CIRFX (3.04). 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 : 17.33 vs. CIRFX (10.90). CIRFX (58.65) and APPLX (56.68) 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 | 19.476 | 17.201 | 113% |
| 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 | 120B | 0% |
| Annual Yield % from dividends | 4.52 | 3.04 | 148% |
| Returns for 1 year | 17.33 | 10.90 | 159% |
| Returns for 3 years | 37.58 | 49.81 | 75% |
| Returns for 5 years | 56.68 | 58.65 | 97% |
| Returns for 10 years | 63.80 | 94.93 | 67% |
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