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BEARX vs CPCCX
BEARX vs CPCCX Comparison Chart in %
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BEARX vs. CPCCX commentary
Sep 26, 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 Hold and CPCCX is a Hold.
FUNDAMENTALS
Fundamentals
BEARX pays higher dividends than CPCCX: BEARX (10.86) vs CPCCX (2.10). 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 : 21.19 vs. BEARX (-11.24). CPCCX return over 5 years is better than : 34.10 vs. BEARX (-49.91).
| 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 | -10.390 | 19.941 | -52% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 1000 | 150% |
| Min. Initial Investment IRA | 250 | 250 | 100% |
| Net Assets | N/A | 9.37M | - |
| Annual Yield % from dividends | 10.86 | 2.10 | 516% |
| Returns for 1 year | -11.24 | 21.19 | -53% |
| Returns for 3 years | -39.33 | 37.54 | -105% |
| Returns for 5 years | -49.91 | 34.10 | -146% |
| Returns for 10 years | -77.39 | -43.49 | 178% |
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