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CPXRX vs FSMAX
CPXRX vs FSMAX Comparison
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CPXRX vs FSMAX Comparison Chart in %
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CPXRX vs. FSMAX commentary
Jun 24, 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 CPXRX is a Hold and FSMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. CPXRX (2.46B). CPXRX pays higher dividends than FSMAX: CPXRX (1.08) vs FSMAX (0.50). CPXRX was incepted earlier than FSMAX: CPXRX (14 years) vs FSMAX (15 years). CPXRX (0.28) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 23.00 vs. CPXRX (16.00). CPXRX (0) and FSMAX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 30.47 vs. CPXRX (20.90). FSMAX return over 5 years is better than : 35.19 vs. CPXRX (-1.86).
| CPXRX | FSMAX | CPXRX / FSMAX | |
| Total Expense Ratio | 0.20 | 0.04 | 571% |
| Annual Report Gross Expense Ratio | 0.28 | 0.04 | 800% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 15.482 | 15.556 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.46B | 42.7B | 6% |
| Annual Yield % from dividends | 1.08 | 0.50 | 214% |
| Returns for 1 year | 20.90 | 30.47 | 69% |
| Returns for 3 years | 28.51 | 74.03 | 39% |
| Returns for 5 years | -1.86 | 35.19 | -5% |
| Returns for 10 years | 29.01 | 153.75 | 19% |
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