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CLTAX vs PALPX
CLTAX vs PALPX Comparison Chart in %
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CLTAX vs. PALPX commentary
Sep 09, 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 PALPX is a Hold.
FUNDAMENTALS
Fundamentals
PALPX has more cash in the bank: 11B vs. CLTAX (18.4M). PALPX pays higher dividends than CLTAX: PALPX (5.92) vs CLTAX (0.02). CLTAX was incepted earlier than PALPX: CLTAX (13 years) vs PALPX (17 years). CLTAX (2.09) and PALPX (2.02) have similar cost to investors . PALPX is a more actively managed with annual turnover of: 40.00 vs. CLTAX (17.00). CLTAX has a lower initial minimum investment than PALPX: CLTAX (2500) vs PALPX (1000000). CLTAX annual gain was more profitable for investors over the last year : 12.89 vs. PALPX (9.35). PALPX return over 5 years is better than : 41.47 vs. CLTAX (10.91).
| CLTAX | PALPX | CLTAX / PALPX | |
| Total Expense Ratio | 1.53 | 1.94 | 79% |
| Annual Report Gross Expense Ratio | 2.09 | 2.02 | 104% |
| Fund Existence | 13 years | 17 years | - |
| Gain YTD | 10.112 | 10.869 | 93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.4M | 11B | 0% |
| Annual Yield % from dividends | 0.02 | 5.92 | 0% |
| Returns for 1 year | 12.89 | 9.35 | 138% |
| Returns for 3 years | 7.86 | 23.29 | 34% |
| Returns for 5 years | 10.91 | 41.47 | 26% |
| Returns for 10 years | 26.10 | 86.46 | 30% |
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