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AAIIX vs CPXIX
AAIIX vs CPXIX Comparison
Open Charts AAIIX vs CPXIX
AAIIX vs CPXIX Comparison Chart in %
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AAIIX vs. CPXIX commentary
Sep 13, 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: 7.11B vs. AAIIX (49.9M). AAIIX (5.97) and CPXIX (5.91) 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 : 3.15 vs. AAIIX (0.41). CPXIX (11.61) and AAIIX (11.38) have equivalent 5 years return.
| 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 | 1.662 | 1.386 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.9M | 7.11B | 1% |
| Annual Yield % from dividends | 5.97 | 5.91 | 101% |
| Returns for 1 year | 0.41 | 3.15 | 13% |
| Returns for 3 years | 21.44 | 28.96 | 74% |
| Returns for 5 years | 11.38 | 11.61 | 98% |
| Returns for 10 years | 31.60 | 51.49 | 61% |
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