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BEARX vs CPCCX
BEARX vs CPCCX Comparison Chart
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BEARX vs. CPCCX commentary
May 09, 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 StrongBuy and CPCCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BEARX has more cash in the bank: 125M vs. CPCCX (7.66M). BEARX pays higher dividends than CPCCX: BEARX (9.39) vs CPCCX (2.46). 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). 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 : 22.06 vs. BEARX (-3.74). CPCCX return over 5 years is better than : 32.81 vs. BEARX (-50.24).
| 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 | 4.545 | 17.302 | 26% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 1000 | 150% |
| Min. Initial Investment IRA | 250 | 250 | 100% |
| Net Assets | 125M | 7.66M | 1,632% |
| Annual Yield % from dividends | 9.39 | 2.46 | 382% |
| Returns for 1 year | -3.74 | 22.06 | -17% |
| Returns for 3 years | -23.76 | 36.27 | -65% |
| Returns for 5 years | -50.24 | 32.81 | -153% |
| Returns for 10 years | -70.97 | -37.56 | 189% |
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