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BEARX vs CPCCX
BEARX vs CPCCX Comparison Chart
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BEARX vs. CPCCX commentary
Apr 16, 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 Hold.
FUNDAMENTALS
Fundamentals
BEARX has more cash in the bank: 137M vs. CPCCX (7.4M). BEARX pays higher dividends than CPCCX: BEARX (9.41) vs CPCCX (2.44). BEARX was incepted earlier than CPCCX: BEARX (29 years) vs CPCCX (30 years). CPCCX (4.31) is less costly to investors than BEARX (2.72). CPCCX is a more actively managed with annual turnover of: 271.00 vs. BEARX (140.00). 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 : 4.98 vs. BEARX (-0.28). CPCCX return over 5 years is better than : 13.55 vs. BEARX (-51.29).
| BEARX | CPCCX | BEARX / CPCCX | |
| Total Expense Ratio | 2.61 | 0.00 | - |
| Annual Report Gross Expense Ratio | 2.72 | 4.31 | 63% |
| Fund Existence | 29 years | 30 years | - |
| Gain YTD | 9.091 | 0.293 | 3,100% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 1000 | 150% |
| Min. Initial Investment IRA | 250 | 250 | 100% |
| Net Assets | 137M | 7.4M | 1,852% |
| Annual Yield % from dividends | 9.41 | 2.44 | 385% |
| Returns for 1 year | -0.28 | 4.98 | -6% |
| Returns for 3 years | -12.23 | 14.28 | -86% |
| Returns for 5 years | -51.29 | 13.55 | -378% |
| Returns for 10 years | -70.55 | -47.63 | 148% |
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