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BEARX vs CPCCX
BEARX vs CPCCX Comparison Chart in %
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BEARX vs. CPCCX commentary
Nov 14, 2025
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 BEARX is a Buy and CPCCX is a Hold.
FUNDAMENTALS
Fundamentals
BEARX has more cash in the bank: 107M vs. CPCCX (9.65M). BEARX pays higher dividends than CPCCX: BEARX (11.31) vs CPCCX (2.10). BEARX was incepted earlier than CPCCX: BEARX (30 years) vs CPCCX (30 years). CPCCX (6.11) is less costly to investors than BEARX (2.72). BEARX is a more actively managed with annual turnover of: 140.00 vs. CPCCX (133.00). CPCCX has a lower initial minimum investment than BEARX: CPCCX (1000) vs BEARX (1500). BEARX (250) and CPCCX (250) have similar IRA initial investment minimum. CPCCX annual gain was more profitable for investors over the last year : 21.38 vs. BEARX (-8.27). CPCCX return over 5 years is better than : 35.93 vs. BEARX (-44.98).
| BEARX | CPCCX | BEARX / CPCCX | |
| Total Expense Ratio | 2.61 | 0.01 | 26,100% |
| Annual Report Gross Expense Ratio | 2.72 | 6.11 | 45% |
| Fund Existence | 30 years | 30 years | - |
| Gain YTD | -10.823 | 20.821 | -52% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 1000 | 150% |
| Min. Initial Investment IRA | 250 | 250 | 100% |
| Net Assets | 107M | 9.65M | 1,109% |
| Annual Yield % from dividends | 11.31 | 2.10 | 539% |
| Returns for 1 year | -8.27 | 21.38 | -39% |
| Returns for 3 years | -34.05 | 37.23 | -91% |
| Returns for 5 years | -44.98 | 35.93 | -125% |
| Returns for 10 years | -75.82 | -37.00 | 205% |
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