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ACRIX vs CAPTX
ACRIX vs CAPTX Comparison Chart in %
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ACRIX vs. CAPTX commentary
Oct 19, 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 ACRIX is a Hold and CAPTX is a Hold.
FUNDAMENTALS
Fundamentals
ACRIX has more cash in the bank: 1.39B vs. CAPTX (8.2M). ACRIX pays higher dividends than CAPTX: ACRIX (0.49) vs CAPTX (0.00). ACRIX was incepted earlier than CAPTX: ACRIX (9 years) vs CAPTX (9 years). CAPTX (4.37) is less costly to investors than ACRIX (1.18). CAPTX is a more actively managed with annual turnover of: 133.00 vs. ACRIX (66.00). CAPTX has a lower initial minimum investment than ACRIX: CAPTX (5000) vs ACRIX (10000000). CAPTX annual gain was more profitable for investors over the last year : 5.28 vs. ACRIX (-0.94). ACRIX return over 5 years is better than : 33.87 vs. CAPTX (13.22).
| ACRIX | CAPTX | ACRIX / CAPTX | |
| Total Expense Ratio | 1.18 | 4.37 | 27% |
| Annual Report Gross Expense Ratio | 1.18 | 4.37 | 27% |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 11.535 | 8.333 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 5000 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 8.2M | 16,961% |
| Annual Yield % from dividends | 0.49 | 0.00 | - |
| Returns for 1 year | -0.94 | 5.28 | -18% |
| Returns for 3 years | 36.23 | 19.87 | 182% |
| Returns for 5 years | 33.87 | 13.22 | 256% |
| Returns for 10 years | N/A | N/A | - |
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