APPLX
Price
$16.72
Change
+$0.06 (+0.36%)
Updated
Sep 4 closing price
Net Assets
54.54M
CIRFX
Price
$78.51
Change
+$0.41 (+0.52%)
Updated
Sep 5 closing price
Net Assets
118.23B
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APPLX vs CIRFX

Header iconAPPLX vs CIRFX Comparison
Open Charts APPLX vs CIRFXBanner chart's image
Appleseed Investor
Price$16.72
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets54.54M
American Funds Capital Income Bldr 529F
Price$78.51
Change+$0.41 (+0.52%)
VolumeN/A
Net Assets118.23B
APPLX vs CIRFX Comparison Chart in %
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APPLX vs. CIRFX commentary
Sep 08, 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 StrongBuy and CIRFX is a Buy.

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FUNDAMENTALS
Fundamentals
CIRFX has more cash in the bank: 118B vs. APPLX (54.5M). APPLX pays higher dividends than CIRFX: APPLX (4.59) 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 : 21.00 vs. CIRFX (12.06). APPLX return over 5 years is better than : 59.80 vs. CIRFX (56.59).
APPLXCIRFXAPPLX / CIRFX
Total Expense Ratio1.210.71170%
Annual Report Gross Expense Ratio1.690.71238%
Fund Existence19 years23 years-
Gain YTD18.98015.461123%
Front LoadN/AN/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets54.5M118B0%
Annual Yield % from dividends4.593.04151%
Returns for 1 year21.0012.06174%
Returns for 3 years36.2941.0988%
Returns for 5 years59.8056.59106%
Returns for 10 years67.1898.4668%
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