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BEARX vs CPCCX
BEARX vs CPCCX Comparison Chart in %
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BEARX vs. CPCCX commentary
Aug 30, 2025
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 BEARX is a Buy and CPCCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BEARX has more cash in the bank: 98.7M vs. CPCCX (9.01M). BEARX pays higher dividends than CPCCX: BEARX (10.73) vs CPCCX (2.13). BEARX was incepted earlier than CPCCX: BEARX (30 years) vs CPCCX (30 years). CPCCX (6.11) is less costly to investors than BEARX (2.72). BEARX is a more actively managed with annual turnover of: 140.00 vs. CPCCX (133.00). CPCCX has a lower initial minimum investment than BEARX: CPCCX (1000) vs BEARX (1500). BEARX (250) and CPCCX (250) have similar IRA initial investment minimum. CPCCX annual gain was more profitable for investors over the last year : 22.20 vs. BEARX (-11.84). CPCCX return over 5 years is better than : 34.42 vs. BEARX (-45.88).
| BEARX | CPCCX | BEARX / CPCCX | |
| Total Expense Ratio | 2.61 | 0.01 | 26,100% |
| Annual Report Gross Expense Ratio | 2.72 | 6.11 | 45% |
| Fund Existence | 30 years | 30 years | - |
| Gain YTD | -9.091 | 20.235 | -45% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 1000 | 150% |
| Min. Initial Investment IRA | 250 | 250 | 100% |
| Net Assets | 98.7M | 9.01M | 1,096% |
| Annual Yield % from dividends | 10.73 | 2.13 | 504% |
| Returns for 1 year | -11.84 | 22.20 | -53% |
| Returns for 3 years | -32.07 | 35.70 | -90% |
| Returns for 5 years | -45.88 | 34.42 | -133% |
| Returns for 10 years | -75.91 | -40.85 | 186% |
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