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CPXAX vs CPXIX
CPXAX vs CPXIX Comparison
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CPXAX vs CPXIX Comparison Chart in %
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CPXAX vs. CPXIX commentary
Jul 21, 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 Buy and CPXIX is a Buy.
FUNDAMENTALS
Fundamentals
CPXAX (7.18B) and CPXIX (7.18B) have equal amount of cash in the bank . CPXIX (5.80) and CPXAX (5.53) have matching dividends . CPXAX was incepted earlier than CPXIX: CPXAX (16 years) vs CPXIX (16 years). CPXAX (1.13) is less costly to investors than CPXIX (0.85). CPXAX (61.00) and CPXIX (61.00) have comparable annual turnover. CPXAX has a lower initial minimum investment than CPXIX: CPXAX (0) vs CPXIX (100000). CPXIX (6.63) and CPXAX (6.34) have marching annual gain over last year. CPXIX return over 5 years is better than : 13.60 vs. CPXAX (12.01).
| CPXAX | CPXIX | CPXAX / CPXIX | |
| Total Expense Ratio | 1.13 | 0.85 | 133% |
| Annual Report Gross Expense Ratio | 1.13 | 0.85 | 133% |
| Fund Existence | 16 years | 16 years | - |
| Gain YTD | 2.027 | 2.167 | 94% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.18B | 7.18B | 100% |
| Annual Yield % from dividends | 5.53 | 5.80 | 95% |
| Returns for 1 year | 6.34 | 6.63 | 96% |
| Returns for 3 years | 29.19 | 30.21 | 97% |
| Returns for 5 years | 12.01 | 13.60 | 88% |
| Returns for 10 years | 50.01 | 54.47 | 92% |
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