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APPLX vs CIRFX
APPLX vs CIRFX Comparison
Open Charts APPLX vs CIRFX
Appleseed Investor
Price$16.04
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets53.53M
American Funds Capital Income Bldr 529F
Price$76.94
Change+$0.26 (+0.34%)
VolumeN/A
Net Assets116.46B
APPLX vs CIRFX Comparison Chart in %
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APPLX vs. CIRFX commentary
Jul 06, 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 Buy and CIRFX is a Buy.
FUNDAMENTALS
Fundamentals
CIRFX has more cash in the bank: 116B vs. APPLX (53.5M). APPLX pays higher dividends than CIRFX: APPLX (4.85) 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: 63.00 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 : 18.28 vs. CIRFX (15.89). APPLX (59.74) and CIRFX (57.37) 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 | 13.598 | 13.152 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.5M | 116B | 0% |
| Annual Yield % from dividends | 4.85 | 3.12 | 155% |
| Returns for 1 year | 18.28 | 15.89 | 115% |
| Returns for 3 years | 31.81 | 35.93 | 89% |
| Returns for 5 years | 59.74 | 57.37 | 104% |
| Returns for 10 years | 49.95 | 87.42 | 57% |
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