Interact to see
Advertisement
Advertisement
CPXCX vs CPXFX
CPXCX vs CPXFX Comparison
Open Charts CPXCX vs CPXFX
CPXCX vs CPXFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CPXCX 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 CPXCX is a Hold and CPXFX is a Hold.
FUNDAMENTALS
Fundamentals
CPXCX (7.18B) and CPXFX (7.18B) have equal amount of cash in the bank . CPXFX pays higher dividends than CPXCX: CPXFX (5.84) vs CPXCX (4.88). CPXCX was incepted earlier than CPXFX: CPXCX (16 years) vs CPXFX (9 years). CPXCX (1.78) is less costly to investors than CPXFX (0.78). CPXCX (61.00) and CPXFX (61.00) have comparable annual turnover. CPXCX (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. CPXCX (6.45). CPXFX return over 5 years is better than : 14.32 vs. CPXCX (8.73).
| CPXCX | CPXFX | CPXCX / CPXFX | |
| Total Expense Ratio | 1.78 | 0.78 | 228% |
| Annual Report Gross Expense Ratio | 1.78 | 0.78 | 228% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 1.198 | 1.688 | 71% |
| Front Load | N/A | 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 | 4.88 | 5.84 | 84% |
| Returns for 1 year | 6.45 | 7.54 | 86% |
| Returns for 3 years | 27.49 | 31.39 | 88% |
| Returns for 5 years | 8.73 | 14.32 | 61% |
| Returns for 10 years | 44.21 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| AFOYX | 19.62 | 0.20 | +1.03% |
| Ariel Focus Institutional | |||
| JUSMX | 22.11 | 0.19 | +0.87% |
| JPMorgan US Small Company R6 | |||
| LCBDX | 27.11 | 0.16 | +0.59% |
| ClearBridge Tactical Dividend Income IS | |||
| RPMGX | 99.22 | 0.52 | +0.53% |
| T. Rowe Price Mid-Cap Growth | |||
| PAAEX | 17.97 | 0.05 | +0.28% |
| Putnam Dynamic Asset Allocation Bal R6 | |||