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CLTAX vs PASCX
CLTAX vs PASCX Comparison Chart in %
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CLTAX vs. PASCX 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 CLTAX is a Buy and PASCX is a Hold.
FUNDAMENTALS
Fundamentals
PASCX has more cash in the bank: 10.9B vs. CLTAX (19.6M). PASCX pays higher dividends than CLTAX: PASCX (5.07) vs CLTAX (0.02). CLTAX was incepted earlier than PASCX: CLTAX (13 years) vs PASCX (22 years). PASCX (3.15) is less costly to investors than CLTAX (2.09). PASCX is a more actively managed with annual turnover of: 40.00 vs. CLTAX (17.00). PASCX has a lower initial minimum investment than CLTAX: PASCX (1000) vs CLTAX (2500). PASCX annual gain was more profitable for investors over the last year : 6.96 vs. CLTAX (5.87). PASCX return over 5 years is better than : 30.44 vs. CLTAX (9.43).
| CLTAX | PASCX | CLTAX / PASCX | |
| Total Expense Ratio | 1.53 | 3.06 | 50% |
| Annual Report Gross Expense Ratio | 2.09 | 3.15 | 66% |
| Fund Existence | 13 years | 22 years | - |
| Gain YTD | 8.857 | 7.796 | 114% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.6M | 10.9B | 0% |
| Annual Yield % from dividends | 0.02 | 5.07 | 0% |
| Returns for 1 year | 5.87 | 6.96 | 84% |
| Returns for 3 years | 4.49 | 12.87 | 35% |
| Returns for 5 years | 9.43 | 30.44 | 31% |
| Returns for 10 years | 18.05 | 57.32 | 31% |
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