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ACRIX vs CLTAX
ACRIX vs CLTAX Comparison Chart
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ACRIX vs. CLTAX commentary
Jun 16, 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 Buy and CLTAX is a Hold.
FUNDAMENTALS
Fundamentals
ACRIX has more cash in the bank: 1.32B vs. CLTAX (19.8M). ACRIX pays higher dividends than CLTAX: ACRIX (0.54) vs CLTAX (0.02). ACRIX was incepted earlier than CLTAX: ACRIX (9 years) vs CLTAX (13 years). CLTAX (2.09) is less costly to investors than ACRIX (1.18). ACRIX is a more actively managed with annual turnover of: 66.00 vs. CLTAX (17.00). CLTAX has a lower initial minimum investment than ACRIX: CLTAX (2500) vs ACRIX (10000000). CLTAX annual gain was more profitable for investors over the last year : -0.05 vs. ACRIX (-4.86). ACRIX return over 5 years is better than : 37.68 vs. CLTAX (14.70).
| ACRIX | CLTAX | ACRIX / CLTAX | |
| Total Expense Ratio | 1.18 | 1.53 | 77% |
| Annual Report Gross Expense Ratio | 1.18 | 2.09 | 56% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 1.660 | 1.718 | 97% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000000 | 2500 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32B | 19.8M | 6,662% |
| Annual Yield % from dividends | 0.54 | 0.02 | 2,746% |
| Returns for 1 year | -4.86 | -0.05 | 10,533% |
| Returns for 3 years | 19.32 | 4.60 | 420% |
| Returns for 5 years | 37.68 | 14.70 | 256% |
| Returns for 10 years | N/A | 10.00 | - |
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