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CPXFX vs CPXIX
CPXFX vs CPXIX Comparison
Open Charts CPXFX vs CPXIX
CPXFX vs CPXIX Comparison Chart in %
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CPXFX 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 CPXFX is a Buy and CPXIX is a Buy.
FUNDAMENTALS
Fundamentals
CPXFX (7.18B) and CPXIX (7.18B) have equal amount of cash in the bank . CPXFX (5.87) and CPXIX (5.80) have matching dividends . CPXFX was incepted earlier than CPXIX: CPXFX (9 years) vs CPXIX (16 years). CPXIX (0.85) is less costly to investors than CPXFX (0.78). CPXFX (61.00) and CPXIX (61.00) have comparable annual turnover. CPXFX has a lower initial minimum investment than CPXIX: CPXFX (0) vs CPXIX (100000). CPXIX (6.63) and CPXFX (6.61) have marching annual gain over last year. CPXFX (13.95) and CPXIX (13.60) have equivalent 5 years return.
| CPXFX | CPXIX | CPXFX / CPXIX | |
| Total Expense Ratio | 0.78 | 0.85 | 92% |
| Annual Report Gross Expense Ratio | 0.78 | 0.85 | 92% |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 2.119 | 2.167 | 98% |
| 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 | 5.87 | 5.80 | 101% |
| Returns for 1 year | 6.61 | 6.63 | 100% |
| Returns for 3 years | 30.47 | 30.21 | 101% |
| Returns for 5 years | 13.95 | 13.60 | 103% |
| Returns for 10 years | N/A | 54.47 | - |
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