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AAIIX vs CPXZX
AAIIX vs CPXZX Comparison
Open Charts AAIIX vs CPXZX
AAIIX vs CPXZX Comparison Chart in %
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AAIIX vs. CPXZX commentary
Aug 25, 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 CPXZX is a Hold.
FUNDAMENTALS
Fundamentals
CPXZX has more cash in the bank: 7.1B vs. AAIIX (50.9M). CPXZX (5.94) and AAIIX (5.90) have matching dividends . AAIIX was incepted earlier than CPXZX: AAIIX (23 years) vs CPXZX (12 years). AAIIX (0.87) is less costly to investors than CPXZX (0.78). CPXZX is a more actively managed with annual turnover of: 61.00 vs. AAIIX (32.03). CPXZX has a lower initial minimum investment than AAIIX: CPXZX (0) vs AAIIX (5000). CPXZX annual gain was more profitable for investors over the last year : 5.02 vs. AAIIX (2.62). CPXZX (13.27) and AAIIX (12.75) have equivalent 5 years return.
| AAIIX | CPXZX | AAIIX / CPXZX | |
| Total Expense Ratio | 0.87 | 0.78 | 112% |
| Annual Report Gross Expense Ratio | 0.87 | 0.78 | 112% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 2.912 | 2.062 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 50.9M | 7.1B | 1% |
| Annual Yield % from dividends | 5.90 | 5.94 | 99% |
| Returns for 1 year | 2.62 | 5.02 | 52% |
| Returns for 3 years | 24.04 | 30.53 | 79% |
| Returns for 5 years | 12.75 | 13.27 | 96% |
| Returns for 10 years | 31.86 | 52.54 | 61% |
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