CLTAX
Price
$16.21
Change
+$0.20 (+1.25%)
Updated
Jul 3 closing price
Net Assets
20.2M
PAANX
Price
$11.38
Change
+$0.01 (+0.09%)
Updated
Jul 3 closing price
Net Assets
11.06B
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CLTAX vs PAANX

Header iconCLTAX vs PAANX Comparison
Open Charts CLTAX vs PAANXBanner chart's image
Catalyst/Lyons Tactical Allocation A
Price$16.21
Change+$0.20 (+1.25%)
VolumeN/A
Net Assets20.2M
PIMCO All Asset I-3
Price$11.38
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets11.06B
CLTAX vs PAANX Comparison Chart in %
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CLTAX vs. PAANX commentary
Jul 07, 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 CLTAX is a Buy and PAANX is a Hold.

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FUNDAMENTALS
Fundamentals
PAANX has more cash in the bank: 11.1B vs. CLTAX (20.2M). PAANX pays higher dividends than CLTAX: PAANX (6.00) vs CLTAX (0.02). CLTAX was incepted earlier than PAANX: CLTAX (13 years) vs PAANX (7 years). PAANX (2.15) and CLTAX (2.09) have similar cost to investors . PAANX is a more actively managed with annual turnover of: 56.00 vs. CLTAX (17.00). CLTAX has a lower initial minimum investment than PAANX: CLTAX (2500) vs PAANX (1000000). PAANX annual gain was more profitable for investors over the last year : 9.15 vs. CLTAX (5.35). PAANX return over 5 years is better than : 40.78 vs. CLTAX (18.37).
CLTAXPAANXCLTAX / PAANX
Total Expense Ratio1.532.0276%
Annual Report Gross Expense Ratio2.092.1597%
Fund Existence13 years7 years-
Gain YTD7.1387.23499%
Front Load6%N/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets20.2M11.1B0%
Annual Yield % from dividends0.026.000%
Returns for 1 year5.359.1558%
Returns for 3 years6.1721.2329%
Returns for 5 years18.3740.7845%
Returns for 10 years17.81N/A-
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