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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
Aug 23, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. CPXRX (2.51B). CPXRX pays higher dividends than FSMAX: CPXRX (1.11) 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 : 23.68 vs. CPXRX (11.82). FSMAX return over 5 years is better than : 40.14 vs. CPXRX (-4.83).
| 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 | 12.105 | 16.937 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.51B | 40.1B | 6% |
| Annual Yield % from dividends | 1.11 | 0.50 | 220% |
| Returns for 1 year | 11.82 | 23.68 | 50% |
| Returns for 3 years | 21.93 | 72.74 | 30% |
| Returns for 5 years | -4.83 | 40.14 | -12% |
| Returns for 10 years | 15.90 | 134.49 | 12% |
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