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CPXCX vs CPXIX
CPXCX vs CPXIX Comparison
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CPXCX vs CPXIX Comparison Chart in %
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CPXCX 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 CPXCX is a Buy and CPXIX is a Buy.
FUNDAMENTALS
Fundamentals
CPXCX (7.18B) and CPXIX (7.18B) have equal amount of cash in the bank . CPXIX pays higher dividends than CPXCX: CPXIX (5.80) vs CPXCX (4.91). CPXCX was incepted earlier than CPXIX: CPXCX (16 years) vs CPXIX (16 years). CPXCX (1.78) is less costly to investors than CPXIX (0.85). CPXCX (61.00) and CPXIX (61.00) have comparable annual turnover. CPXCX has a lower initial minimum investment than CPXIX: CPXCX (0) vs CPXIX (100000). CPXIX annual gain was more profitable for investors over the last year : 6.80 vs. CPXCX (5.69). CPXIX return over 5 years is better than : 13.61 vs. CPXCX (8.31).
| CPXCX | CPXIX | CPXCX / CPXIX | |
| Total Expense Ratio | 1.78 | 0.85 | 209% |
| Annual Report Gross Expense Ratio | 1.78 | 0.85 | 209% |
| Fund Existence | 16 years | 16 years | - |
| Gain YTD | 1.630 | 2.249 | 72% |
| Front Load | N/A | 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 | 4.91 | 5.80 | 85% |
| Returns for 1 year | 5.69 | 6.80 | 84% |
| Returns for 3 years | 27.26 | 31.01 | 88% |
| Returns for 5 years | 8.31 | 13.61 | 61% |
| Returns for 10 years | 41.03 | 55.15 | 74% |
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