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CPXIX vs KIFAX
CPXIX vs KIFAX Comparison
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CPXIX vs KIFAX Comparison Chart in %
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CPXIX vs. KIFAX commentary
Jun 21, 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 KIFAX is a Hold.
FUNDAMENTALS
Fundamentals
CPXIX has more cash in the bank: 7.18B vs. KIFAX (241M). KIFAX pays higher dividends than CPXIX: KIFAX (7.42) vs CPXIX (5.78). CPXIX was incepted earlier than KIFAX: CPXIX (16 years) vs KIFAX (25 years). KIFAX (1.14) is less costly to investors than CPXIX (0.85). KIFAX is a more actively managed with annual turnover of: 67.00 vs. CPXIX (61.00). KIFAX has a lower initial minimum investment than CPXIX: KIFAX (1000) vs CPXIX (100000). CPXIX annual gain was more profitable for investors over the last year : 7.56 vs. KIFAX (6.27). CPXIX (14.15) and KIFAX (14.00) have equivalent 5 years return.
| CPXIX | KIFAX | CPXIX / KIFAX | |
| Total Expense Ratio | 0.85 | 1.14 | 75% |
| Annual Report Gross Expense Ratio | 0.85 | 1.14 | 75% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 1.903 | 2.588 | 74% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.18B | 241M | 2,980% |
| Annual Yield % from dividends | 5.78 | 7.42 | 78% |
| Returns for 1 year | 7.56 | 6.27 | 120% |
| Returns for 3 years | 16.76 | 5.95 | 282% |
| Returns for 5 years | 14.15 | 14.00 | 101% |
| Returns for 10 years | 57.83 | 31.99 | 181% |
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