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CPXAX vs CPXFX
CPXAX vs CPXFX Comparison
Open Charts CPXAX vs CPXFX
CPXAX vs CPXFX Comparison Chart in %
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CPXAX vs. CPXFX commentary
Jun 15, 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 CPXAX is a Hold and CPXFX is a Hold.
FUNDAMENTALS
Fundamentals
CPXAX (7.18B) and CPXFX (7.18B) have equal amount of cash in the bank . CPXFX pays higher dividends than CPXAX: CPXFX (5.84) vs CPXAX (5.51). CPXAX was incepted earlier than CPXFX: CPXAX (16 years) vs CPXFX (9 years). CPXAX (1.13) is less costly to investors than CPXFX (0.78). CPXAX (61.00) and CPXFX (61.00) have comparable annual turnover. CPXAX (0) and CPXFX (0) have matching initial minimum investment requirements. CPXFX annual gain was more profitable for investors over the last year : 7.54 vs. CPXAX (7.10). CPXFX return over 5 years is better than : 14.32 vs. CPXAX (12.29).
| CPXAX | CPXFX | CPXAX / CPXFX | |
| Total Expense Ratio | 1.13 | 0.78 | 145% |
| Annual Report Gross Expense Ratio | 1.13 | 0.78 | 145% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 1.542 | 1.688 | 91% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.18B | 7.18B | 100% |
| Annual Yield % from dividends | 5.51 | 5.84 | 94% |
| Returns for 1 year | 7.10 | 7.54 | 94% |
| Returns for 3 years | 30.00 | 31.39 | 96% |
| Returns for 5 years | 12.29 | 14.32 | 86% |
| Returns for 10 years | 53.93 | N/A | - |
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