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AAIIX vs CPXAX
AAIIX vs CPXAX Comparison
Open Charts AAIIX vs CPXAX
AAIIX vs CPXAX Comparison Chart in %
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AAIIX vs. CPXAX commentary
Aug 20, 2026
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 AAIIX is a Hold and CPXAX is a Hold.
FUNDAMENTALS
Fundamentals
CPXAX has more cash in the bank: 7.1B vs. AAIIX (51M). AAIIX pays higher dividends than CPXAX: AAIIX (5.90) vs CPXAX (5.61). AAIIX was incepted earlier than CPXAX: AAIIX (23 years) vs CPXAX (16 years). CPXAX (1.13) is less costly to investors than AAIIX (0.87). CPXAX is a more actively managed with annual turnover of: 61.00 vs. AAIIX (32.03). CPXAX has a lower initial minimum investment than AAIIX: CPXAX (0) vs AAIIX (5000). CPXAX annual gain was more profitable for investors over the last year : 4.59 vs. AAIIX (3.91). AAIIX return over 5 years is better than : 13.61 vs. CPXAX (11.23).
| AAIIX | CPXAX | AAIIX / CPXAX | |
| Total Expense Ratio | 0.87 | 1.13 | 77% |
| Annual Report Gross Expense Ratio | 0.87 | 1.13 | 77% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 3.058 | 1.696 | 180% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51M | 7.1B | 1% |
| Annual Yield % from dividends | 5.90 | 5.61 | 105% |
| Returns for 1 year | 3.91 | 4.59 | 85% |
| Returns for 3 years | 24.59 | 29.19 | 84% |
| Returns for 5 years | 13.61 | 11.23 | 121% |
| Returns for 10 years | 32.51 | 47.52 | 68% |
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