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CPXIX vs FPERX
CPXIX vs FPERX Comparison
Open Charts CPXIX vs FPERX
CPXIX vs FPERX Comparison Chart in %
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CPXIX vs. FPERX commentary
Jun 20, 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 Buy and FPERX is a Hold.
FUNDAMENTALS
Fundamentals
CPXIX has more cash in the bank: 7.18B vs. FPERX (205M). CPXIX pays higher dividends than FPERX: CPXIX (5.78) vs FPERX (5.07). CPXIX was incepted earlier than FPERX: CPXIX (16 years) vs FPERX (15 years). FPERX (5.10) is less costly to investors than CPXIX (0.85). CPXIX is a more actively managed with annual turnover of: 61.00 vs. FPERX (48.00). FPERX has a lower initial minimum investment than CPXIX: FPERX (0) vs CPXIX (100000). CPXIX annual gain was more profitable for investors over the last year : 7.56 vs. FPERX (7.19). CPXIX return over 5 years is better than : 14.15 vs. FPERX (12.88).
| CPXIX | FPERX | CPXIX / FPERX | |
| Total Expense Ratio | 0.85 | 1.65 | 52% |
| Annual Report Gross Expense Ratio | 0.85 | 5.10 | 17% |
| Fund Existence | 16 years | 15 years | - |
| Gain YTD | 1.903 | 0.308 | 617% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.18B | 205M | 3,504% |
| Annual Yield % from dividends | 5.78 | 5.07 | 114% |
| Returns for 1 year | 7.56 | 7.19 | 105% |
| Returns for 3 years | 16.76 | 16.74 | 100% |
| Returns for 5 years | 14.15 | 12.88 | 110% |
| Returns for 10 years | 57.83 | 54.81 | 106% |
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