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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
Aug 12, 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 Buy.
FUNDAMENTALS
Fundamentals
CPXIX has more cash in the bank: 7.1B vs. KIFAX (231M). KIFAX pays higher dividends than CPXIX: KIFAX (7.55) vs CPXIX (5.88). 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 (5.55) and KIFAX (5.48) have marching annual gain over last year. KIFAX return over 5 years is better than : 14.04 vs. CPXIX (13.26).
| 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 | 2.191 | 3.958 | 55% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.1B | 231M | 3,074% |
| Annual Yield % from dividends | 5.88 | 7.55 | 78% |
| Returns for 1 year | 5.55 | 5.48 | 101% |
| Returns for 3 years | 29.49 | 23.38 | 126% |
| Returns for 5 years | 13.26 | 14.04 | 94% |
| Returns for 10 years | 52.83 | 26.75 | 197% |
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