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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
Jul 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 (239M). KIFAX pays higher dividends than CPXIX: KIFAX (7.71) vs CPXIX (5.80). 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 : 6.80 vs. KIFAX (6.32). KIFAX return over 5 years is better than : 15.27 vs. CPXIX (13.61).
| 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 | 2.249 | 4.490 | 50% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.18B | 239M | 3,005% |
| Annual Yield % from dividends | 5.80 | 7.71 | 75% |
| Returns for 1 year | 6.80 | 6.32 | 108% |
| Returns for 3 years | 31.01 | 22.28 | 139% |
| Returns for 5 years | 13.61 | 15.27 | 89% |
| Returns for 10 years | 55.15 | 29.43 | 187% |