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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
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 CPXIX is a Hold.
FUNDAMENTALS
Fundamentals
CPXIX has more cash in the bank: 7.18B vs. AAIIX (50M). CPXIX (5.78) and AAIIX (5.69) have matching dividends . AAIIX was incepted earlier than CPXIX: AAIIX (22 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 : 7.21 vs. AAIIX (5.44). CPXIX return over 5 years is better than : 14.10 vs. AAIIX (12.83).
| AAIIX | CPXIX | AAIIX / CPXIX | |
| Total Expense Ratio | 0.87 | 0.85 | 102% |
| Annual Report Gross Expense Ratio | 0.87 | 0.85 | 102% |
| Fund Existence | 22 years | 16 years | - |
| Gain YTD | 1.966 | 2.066 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50M | 7.18B | 1% |
| Annual Yield % from dividends | 5.69 | 5.78 | 98% |
| Returns for 1 year | 5.44 | 7.21 | 75% |
| Returns for 3 years | 24.01 | 32.60 | 74% |
| Returns for 5 years | 12.83 | 14.10 | 91% |
| Returns for 10 years | 34.74 | 58.43 | 59% |
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