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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
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 CPXIX is a Hold and CPXZX is a Hold.
FUNDAMENTALS
Fundamentals
CPXIX (7.1B) and CPXZX (7.1B) have equal amount of cash in the bank . CPXZX (5.94) and CPXIX (5.91) 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 annual gain was more profitable for investors over the last year : 5.73 vs. CPXIX (4.82). CPXZX return over 5 years is better than : 13.82 vs. CPXIX (12.40).
| 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 | 1.964 | 2.829 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.1B | 7.1B | 100% |
| Annual Yield % from dividends | 5.91 | 5.94 | 99% |
| Returns for 1 year | 4.82 | 5.73 | 84% |
| Returns for 3 years | 29.58 | 30.85 | 96% |
| Returns for 5 years | 12.40 | 13.82 | 90% |
| Returns for 10 years | 51.28 | 53.44 | 96% |
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