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ARAAX vs CLTAX
ARAAX vs CLTAX Comparison Chart in %
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ARAAX vs. CLTAX commentary
Aug 18, 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 ARAAX is a Hold and CLTAX is a Buy.
FUNDAMENTALS
Fundamentals
ARAAX has more cash in the bank: 1.4B vs. CLTAX (19.6M). ARAAX pays higher dividends than CLTAX: ARAAX (0.49) vs CLTAX (0.02). ARAAX was incepted earlier than CLTAX: ARAAX (10 years) vs CLTAX (13 years). CLTAX (2.09) is less costly to investors than ARAAX (1.43). ARAAX is a more actively managed with annual turnover of: 66.00 vs. CLTAX (17.00). ARAAX (2500) and CLTAX (2500) have matching initial minimum investment requirements. CLTAX annual gain was more profitable for investors over the last year : 5.87 vs. ARAAX (-0.83). ARAAX return over 5 years is better than : 31.95 vs. CLTAX (9.43).
| ARAAX | CLTAX | ARAAX / CLTAX | |
| Total Expense Ratio | 1.43 | 1.53 | 93% |
| Annual Report Gross Expense Ratio | 1.43 | 2.09 | 68% |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 7.805 | 8.857 | 88% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 19.6M | 7,143% |
| Annual Yield % from dividends | 0.49 | 0.02 | 2,692% |
| Returns for 1 year | -0.83 | 5.87 | -14% |
| Returns for 3 years | 20.46 | 4.49 | 456% |
| Returns for 5 years | 31.95 | 9.43 | 339% |
| Returns for 10 years | N/A | 18.05 | - |
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