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ACRIX vs CLTAX
ACRIX vs CLTAX Comparison Chart in %
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ACRIX vs. CLTAX 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 ACRIX is a Hold and CLTAX is a Buy.
FUNDAMENTALS
Fundamentals
ACRIX has more cash in the bank: 1.46B vs. CLTAX (17.8M). ACRIX pays higher dividends than CLTAX: ACRIX (0.72) vs CLTAX (0.00). ACRIX was incepted earlier than CLTAX: ACRIX (9 years) vs CLTAX (14 years). CLTAX (2.09) is less costly to investors than ACRIX (1.18). CLTAX (69.00) and ACRIX (66.00) have comparable annual turnover. CLTAX has a lower initial minimum investment than ACRIX: CLTAX (2500) vs ACRIX (10000000). ACRIX annual gain was more profitable for investors over the last year : 5.89 vs. CLTAX (1.96). ACRIX return over 5 years is better than : 14.17 vs. CLTAX (-5.46).
| 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 | 14 years | - |
| Gain YTD | 2.739 | 1.577 | 174% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000000 | 2500 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 17.8M | 8,219% |
| Annual Yield % from dividends | 0.72 | 0.00 | - |
| Returns for 1 year | 5.89 | 1.96 | 300% |
| Returns for 3 years | 25.76 | 20.26 | 127% |
| Returns for 5 years | 14.17 | -5.46 | -260% |
| Returns for 10 years | N/A | 36.57 | - |
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