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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
Jun 27, 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: 7.18B vs. AAIIX (50M). AAIIX (5.69) and CPXAX (5.51) have matching dividends . AAIIX was incepted earlier than CPXAX: AAIIX (22 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 : 6.84 vs. AAIIX (5.44). AAIIX (12.83) and CPXAX (12.41) have equivalent 5 years return.
| AAIIX | CPXAX | AAIIX / CPXAX | |
| Total Expense Ratio | 0.87 | 1.13 | 77% |
| Annual Report Gross Expense Ratio | 0.87 | 1.13 | 77% |
| Fund Existence | 22 years | 16 years | - |
| Gain YTD | 1.966 | 1.868 | 105% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50M | 7.18B | 1% |
| Annual Yield % from dividends | 5.69 | 5.51 | 103% |
| Returns for 1 year | 5.44 | 6.84 | 80% |
| Returns for 3 years | 24.01 | 31.34 | 77% |
| Returns for 5 years | 12.83 | 12.41 | 103% |
| Returns for 10 years | 34.74 | 53.74 | 65% |
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