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CCIZX vs FELIX
CCIZX vs FELIX Comparison
Open Charts CCIZX vs FELIX
CCIZX vs FELIX Comparison Chart in %
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CCIZX vs. FELIX commentary
Jun 28, 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 CCIZX is a Buy and FELIX is a Hold.
FUNDAMENTALS
Fundamentals
CCIZX has more cash in the bank: 28B vs. FELIX (8.16B). CCIZX (0.00) and FELIX (0.00) have matching dividends . CCIZX was incepted earlier than FELIX: CCIZX (16 years) vs FELIX (26 years). CCIZX (0.91) is less costly to investors than FELIX (0.69). FELIX is a more actively managed with annual turnover of: 65.00 vs. CCIZX (33.00). FELIX has a lower initial minimum investment than CCIZX: FELIX (0) vs CCIZX (2000). FELIX annual gain was more profitable for investors over the last year : 118.64 vs. CCIZX (92.36). FELIX return over 5 years is better than : 351.05 vs. CCIZX (105.86).
| CCIZX | FELIX | CCIZX / FELIX | |
| Total Expense Ratio | 0.91 | 0.69 | 132% |
| Annual Report Gross Expense Ratio | 0.91 | 0.69 | 132% |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | 54.636 | 77.811 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28B | 8.16B | 343% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 92.36 | 118.64 | 78% |
| Returns for 3 years | 141.28 | 247.92 | 57% |
| Returns for 5 years | 105.86 | 351.05 | 30% |
| Returns for 10 years | 420.64 | 1351.91 | 31% |
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