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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
Aug 12, 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 (7.1B) and CPXIX (7.1B) have equal amount of cash in the bank . CPXIX (5.88) and CPXAX (5.61) 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 annual gain was more profitable for investors over the last year : 5.55 vs. CPXAX (5.26). CPXIX return over 5 years is better than : 13.26 vs. CPXAX (11.67).
| 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 | 2.025 | 2.191 | 92% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.1B | 7.1B | 100% |
| Annual Yield % from dividends | 5.61 | 5.88 | 95% |
| Returns for 1 year | 5.26 | 5.55 | 95% |
| Returns for 3 years | 28.36 | 29.49 | 96% |
| Returns for 5 years | 11.67 | 13.26 | 88% |
| Returns for 10 years | 48.42 | 52.83 | 92% |
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