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CPXIX vs CPXZX
CPXIX vs CPXZX Comparison
Open Charts CPXIX vs CPXZX
CPXIX vs CPXZX Comparison Chart in %
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CPXIX vs. CPXZX 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 CPXIX is a Hold and CPXZX is a Hold.
FUNDAMENTALS
Fundamentals
CPXIX (7.18B) and CPXZX (7.18B) have equal amount of cash in the bank . CPXZX (5.84) and CPXIX (5.78) have matching dividends . CPXIX was incepted earlier than CPXZX: CPXIX (16 years) vs CPXZX (12 years). CPXIX (0.85) is less costly to investors than CPXZX (0.78). CPXIX (61.00) and CPXZX (61.00) have comparable annual turnover. CPXZX has a lower initial minimum investment than CPXIX: CPXZX (0) vs CPXIX (100000). CPXZX (7.54) and CPXIX (7.39) have marching annual gain over last year. CPXZX (14.31) and CPXIX (13.88) have equivalent 5 years return.
| CPXIX | CPXZX | CPXIX / CPXZX | |
| Total Expense Ratio | 0.85 | 0.78 | 109% |
| Annual Report Gross Expense Ratio | 0.85 | 0.78 | 109% |
| Fund Existence | 16 years | 12 years | - |
| Gain YTD | 1.660 | 1.685 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.18B | 7.18B | 100% |
| Annual Yield % from dividends | 5.78 | 5.84 | 99% |
| Returns for 1 year | 7.39 | 7.54 | 98% |
| Returns for 3 years | 31.14 | 31.36 | 99% |
| Returns for 5 years | 13.88 | 14.31 | 97% |
| Returns for 10 years | 58.49 | 59.46 | 98% |
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