Interact to see
Advertisement
Advertisement
AAIIX vs CPXCX
AAIIX vs CPXCX Comparison
Open Charts AAIIX vs CPXCX
AAIIX vs CPXCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AAIIX vs. CPXCX commentary
Jul 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 Buy.
FUNDAMENTALS
Fundamentals
CPXCX has more cash in the bank: 7.18B vs. AAIIX (50.4M). AAIIX pays higher dividends than CPXCX: AAIIX (5.87) vs CPXCX (4.91). 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). CPXCX annual gain was more profitable for investors over the last year : 4.67 vs. AAIIX (4.12). AAIIX return over 5 years is better than : 13.01 vs. CPXCX (7.61).
| 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 | 2.257 | 0.972 | 232% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.4M | 7.18B | 1% |
| Annual Yield % from dividends | 5.87 | 4.91 | 120% |
| Returns for 1 year | 4.12 | 4.67 | 88% |
| Returns for 3 years | 22.33 | 25.54 | 87% |
| Returns for 5 years | 13.01 | 7.61 | 171% |
| Returns for 10 years | 32.75 | 39.41 | 83% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers