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AAIIX vs CPXCX
AAIIX vs CPXCX Comparison
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AAIIX vs CPXCX Comparison Chart in %
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AAIIX vs. CPXCX 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 CPXCX is a Hold.
FUNDAMENTALS
Fundamentals
CPXCX has more cash in the bank: 7.18B vs. AAIIX (50M). AAIIX pays higher dividends than CPXCX: AAIIX (5.69) vs CPXCX (4.88). AAIIX was incepted earlier than CPXCX: AAIIX (22 years) vs CPXCX (16 years). CPXCX (1.78) is less costly to investors than AAIIX (0.87). CPXCX is a more actively managed with annual turnover of: 61.00 vs. AAIIX (32.03). CPXCX has a lower initial minimum investment than AAIIX: CPXCX (0) vs AAIIX (5000). CPXCX annual gain was more profitable for investors over the last year : 6.10 vs. AAIIX (5.44). AAIIX return over 5 years is better than : 12.83 vs. CPXCX (8.85).
| AAIIX | CPXCX | AAIIX / CPXCX | |
| Total Expense Ratio | 0.87 | 1.78 | 49% |
| Annual Report Gross Expense Ratio | 0.87 | 1.78 | 49% |
| Fund Existence | 22 years | 16 years | - |
| Gain YTD | 1.966 | 1.525 | 129% |
| Front Load | N/A | N/A | - |
| 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 | 4.88 | 116% |
| Returns for 1 year | 5.44 | 6.10 | 89% |
| Returns for 3 years | 24.01 | 28.82 | 83% |
| Returns for 5 years | 12.83 | 8.85 | 145% |
| Returns for 10 years | 34.74 | 44.14 | 79% |
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