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BEARX vs CPCCX
BEARX vs CPCCX Comparison Chart in %
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BEARX vs. CPCCX commentary
Feb 04, 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 BEARX is a Buy and CPCCX is a Hold.
FUNDAMENTALS
Fundamentals
BEARX has more cash in the bank: 79.2M vs. CPCCX (9.94M). BEARX pays higher dividends than CPCCX: BEARX (6.77) vs CPCCX (2.13). BEARX was incepted earlier than CPCCX: BEARX (30 years) vs CPCCX (30 years). CPCCX (6.11) is less costly to investors than BEARX (2.95). BEARX is a more actively managed with annual turnover of: 249.00 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 : 20.49 vs. BEARX (-12.36). CPCCX return over 5 years is better than : 38.46 vs. BEARX (-42.26).
| BEARX | CPCCX | BEARX / CPCCX | |
| Total Expense Ratio | 2.70 | 0.01 | 27,000% |
| Annual Report Gross Expense Ratio | 2.95 | 6.11 | 48% |
| Fund Existence | 30 years | 30 years | - |
| Gain YTD | -1.571 | 0.246 | -638% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 1000 | 150% |
| Min. Initial Investment IRA | 250 | 250 | 100% |
| Net Assets | 79.2M | 9.94M | 797% |
| Annual Yield % from dividends | 6.77 | 2.13 | 318% |
| Returns for 1 year | -12.36 | 20.49 | -60% |
| Returns for 3 years | -32.72 | 33.77 | -97% |
| Returns for 5 years | -42.26 | 38.46 | -110% |
| Returns for 10 years | -78.45 | -41.88 | 187% |
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