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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
Sep 02, 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 Hold and CPXIX is a Hold.
FUNDAMENTALS
Fundamentals
CPXFX (7.1B) and CPXIX (7.1B) have equal amount of cash in the bank . CPXFX (5.95) and CPXIX (5.91) 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). CPXFX annual gain was more profitable for investors over the last year : 5.14 vs. CPXIX (4.82). CPXFX return over 5 years is better than : 13.10 vs. CPXIX (12.40).
| 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 | 2.173 | 1.964 | 111% |
| Front Load | N/A | 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 | 5.95 | 5.91 | 101% |
| Returns for 1 year | 5.14 | 4.82 | 107% |
| Returns for 3 years | 30.04 | 29.58 | 102% |
| Returns for 5 years | 13.10 | 12.40 | 106% |
| Returns for 10 years | N/A | 51.28 | - |
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