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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
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 FPERX is a Hold.
FUNDAMENTALS
Fundamentals
CPXIX has more cash in the bank: 7.1B vs. FPERX (195M). CPXIX pays higher dividends than FPERX: CPXIX (5.91) vs FPERX (4.71). CPXIX was incepted earlier than FPERX: CPXIX (16 years) vs FPERX (16 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 : 4.82 vs. FPERX (3.00). CPXIX return over 5 years is better than : 12.40 vs. FPERX (10.22).
| 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 | 16 years | - |
| Gain YTD | 1.964 | -0.258 | -760% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.1B | 195M | 3,642% |
| Annual Yield % from dividends | 5.91 | 4.71 | 125% |
| Returns for 1 year | 4.82 | 3.00 | 161% |
| Returns for 3 years | 29.58 | 27.30 | 108% |
| Returns for 5 years | 12.40 | 10.22 | 121% |
| Returns for 10 years | 51.28 | 47.90 | 107% |
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