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AAIIX vs CPXFX
AAIIX vs CPXFX Comparison
Open Charts AAIIX vs CPXFX
AAIIX vs CPXFX Comparison Chart in %
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AAIIX vs. CPXFX 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 CPXFX is a Hold.
FUNDAMENTALS
Fundamentals
CPXFX has more cash in the bank: 7.18B vs. AAIIX (50M). CPXFX (5.84) and AAIIX (5.69) have matching dividends . AAIIX was incepted earlier than CPXFX: AAIIX (22 years) vs CPXFX (9 years). AAIIX (0.87) is less costly to investors than CPXFX (0.78). CPXFX is a more actively managed with annual turnover of: 61.00 vs. AAIIX (32.03). CPXFX has a lower initial minimum investment than AAIIX: CPXFX (0) vs AAIIX (5000). CPXFX annual gain was more profitable for investors over the last year : 7.19 vs. AAIIX (5.44). CPXFX return over 5 years is better than : 14.45 vs. AAIIX (12.83).
| AAIIX | CPXFX | AAIIX / CPXFX | |
| Total Expense Ratio | 0.87 | 0.78 | 112% |
| Annual Report Gross Expense Ratio | 0.87 | 0.78 | 112% |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 1.966 | 2.013 | 98% |
| 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 | 5.84 | 97% |
| Returns for 1 year | 5.44 | 7.19 | 76% |
| Returns for 3 years | 24.01 | 32.75 | 73% |
| Returns for 5 years | 12.83 | 14.45 | 89% |
| Returns for 10 years | 34.74 | N/A | - |
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