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AAIIX vs CPXCX
AAIIX vs CPXCX Comparison
Open Charts AAIIX vs CPXCX
AAIIX vs CPXCX Comparison Chart in %
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AAIIX vs. CPXCX 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 CPXCX is a Hold.
FUNDAMENTALS
Fundamentals
CPXCX has more cash in the bank: 7.1B vs. AAIIX (51M). AAIIX pays higher dividends than CPXCX: AAIIX (5.90) vs CPXCX (4.98). AAIIX was incepted earlier than CPXCX: AAIIX (23 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). AAIIX (3.91) and CPXCX (3.85) have marching annual gain over last year. AAIIX return over 5 years is better than : 13.61 vs. CPXCX (7.70).
| AAIIX | CPXCX | AAIIX / CPXCX | |
| Total Expense Ratio | 0.87 | 1.78 | 49% |
| Annual Report Gross Expense Ratio | 0.87 | 1.78 | 49% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 3.058 | 1.241 | 246% |
| Front Load | N/A | N/A | - |
| 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 | 4.98 | 118% |
| Returns for 1 year | 3.91 | 3.85 | 102% |
| Returns for 3 years | 24.59 | 26.69 | 92% |
| Returns for 5 years | 13.61 | 7.70 | 177% |
| Returns for 10 years | 32.51 | 38.27 | 85% |
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