Interact to see
Advertisement
Advertisement
BEARX vs CPCCX
BEARX vs CPCCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BEARX vs. CPCCX commentary
Dec 27, 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: 84.6M vs. CPCCX (9.74M). BEARX pays higher dividends than CPCCX: BEARX (11.34) vs CPCCX (2.08). 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 : 21.92 vs. BEARX (-10.68). CPCCX return over 5 years is better than : 37.79 vs. BEARX (-44.66).
| 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 | -12.987 | 21.701 | -60% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 1000 | 150% |
| Min. Initial Investment IRA | 250 | 250 | 100% |
| Net Assets | 84.6M | 9.74M | 869% |
| Annual Yield % from dividends | 11.34 | 2.08 | 546% |
| Returns for 1 year | -10.68 | 21.92 | -49% |
| Returns for 3 years | -37.95 | 36.06 | -105% |
| Returns for 5 years | -44.66 | 37.79 | -118% |
| Returns for 10 years | -76.07 | -35.41 | 215% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement