Interact to see
Advertisement
Advertisement
AAIIX vs CPXIX
AAIIX vs CPXIX Comparison
Open Charts AAIIX vs CPXIX
AAIIX vs CPXIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AAIIX vs. CPXIX 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 CPXIX is a Hold.
FUNDAMENTALS
Fundamentals
CPXIX has more cash in the bank: 7.1B vs. AAIIX (51M). AAIIX (5.90) and CPXIX (5.88) have matching dividends . AAIIX was incepted earlier than CPXIX: AAIIX (23 years) vs CPXIX (16 years). AAIIX (0.87) and CPXIX (0.85) have similar cost to investors . CPXIX is a more actively managed with annual turnover of: 61.00 vs. AAIIX (32.03). AAIIX has a lower initial minimum investment than CPXIX: AAIIX (5000) vs CPXIX (100000). CPXIX annual gain was more profitable for investors over the last year : 4.88 vs. AAIIX (3.91). AAIIX return over 5 years is better than : 13.61 vs. CPXIX (12.82).
| AAIIX | CPXIX | AAIIX / CPXIX | |
| Total Expense Ratio | 0.87 | 0.85 | 102% |
| Annual Report Gross Expense Ratio | 0.87 | 0.85 | 102% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 3.058 | 1.863 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51M | 7.1B | 1% |
| Annual Yield % from dividends | 5.90 | 5.88 | 100% |
| Returns for 1 year | 3.91 | 4.88 | 80% |
| Returns for 3 years | 24.59 | 30.33 | 81% |
| Returns for 5 years | 13.61 | 12.82 | 106% |
| Returns for 10 years | 32.51 | 51.90 | 63% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement