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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
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 CPXIX is a Buy.
FUNDAMENTALS
Fundamentals
CPXIX has more cash in the bank: 7.18B vs. AAIIX (50.4M). AAIIX (5.87) and CPXIX (5.80) 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 : 5.61 vs. AAIIX (4.12). AAIIX (13.01) and CPXIX (12.80) 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 | 2.257 | 1.514 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.4M | 7.18B | 1% |
| Annual Yield % from dividends | 5.87 | 5.80 | 101% |
| Returns for 1 year | 4.12 | 5.61 | 73% |
| Returns for 3 years | 22.33 | 29.15 | 77% |
| Returns for 5 years | 13.01 | 12.80 | 102% |
| Returns for 10 years | 32.75 | 53.26 | 61% |
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