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CPXAX vs FPERX
CPXAX vs FPERX Comparison
Open Charts CPXAX vs FPERX
CPXAX vs FPERX Comparison Chart in %
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CPXAX vs. FPERX commentary
Jun 20, 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 FPERX is a Hold.
FUNDAMENTALS
Fundamentals
CPXAX has more cash in the bank: 7.18B vs. FPERX (205M). CPXAX pays higher dividends than FPERX: CPXAX (5.51) vs FPERX (5.07). CPXAX was incepted earlier than FPERX: CPXAX (16 years) vs FPERX (15 years). FPERX (5.10) is less costly to investors than CPXAX (1.13). CPXAX is a more actively managed with annual turnover of: 61.00 vs. FPERX (48.00). CPXAX (0) and FPERX (0) have matching initial minimum investment requirements. FPERX (7.19) and CPXAX (7.18) have marching annual gain over last year. FPERX (12.88) and CPXAX (12.56) have equivalent 5 years return.
| CPXAX | FPERX | CPXAX / FPERX | |
| Total Expense Ratio | 1.13 | 1.65 | 68% |
| Annual Report Gross Expense Ratio | 1.13 | 5.10 | 22% |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | 1.787 | 0.308 | 579% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.18B | 205M | 3,504% |
| Annual Yield % from dividends | 5.51 | 5.07 | 109% |
| Returns for 1 year | 7.18 | 7.19 | 100% |
| Returns for 3 years | 16.43 | 16.74 | 98% |
| Returns for 5 years | 12.56 | 12.88 | 97% |
| Returns for 10 years | 53.28 | 54.81 | 97% |
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