Interact to see
Advertisement
Advertisement
CPUIX vs VFIDX
CPUIX vs VFIDX Comparison
Open Charts CPUIX vs VFIDX
AAM/Insight Select Income I
Price$9.00
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets193.8M
Vanguard Interm-Term Investment-Grde Adm
Price$8.60
Change+$0.03 (+0.35%)
VolumeN/A
Net Assets35.75B
CPUIX vs VFIDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CPUIX vs. VFIDX commentary
May 23, 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 CPUIX is a Hold and VFIDX is a Hold.
FUNDAMENTALS
Fundamentals
VFIDX has more cash in the bank: 35.7B vs. CPUIX (194M). CPUIX (4.82) and VFIDX (4.74) have matching dividends . CPUIX was incepted earlier than VFIDX: CPUIX (12 years) vs VFIDX (24 years). CPUIX (0.73) is less costly to investors than VFIDX (0.09). VFIDX is a more actively managed with annual turnover of: 78.00 vs. CPUIX (51.00). CPUIX has a lower initial minimum investment than VFIDX: CPUIX (25000) vs VFIDX (50000). CPUIX annual gain was more profitable for investors over the last year : 4.20 vs. VFIDX (0.94). CPUIX return over 5 years is better than : 2.78 vs. VFIDX (-16.63).
| CPUIX | VFIDX | CPUIX / VFIDX | |
| Total Expense Ratio | 0.54 | 0.09 | 600% |
| Annual Report Gross Expense Ratio | 0.73 | 0.09 | 811% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 0.559 | 0.117 | 478% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 50000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 194M | 35.7B | 1% |
| Annual Yield % from dividends | 4.82 | 4.74 | 101% |
| Returns for 1 year | 4.20 | 0.94 | 446% |
| Returns for 3 years | 10.15 | -1.43 | -709% |
| Returns for 5 years | 2.78 | -16.63 | -17% |
| Returns for 10 years | 29.15 | -2.38 | -1,223% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement