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ACRIX vs CLTAX
ACRIX vs CLTAX Comparison Chart in %
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ACRIX vs. CLTAX commentary
Aug 29, 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 ACRIX is a Buy and CLTAX is a Buy.
FUNDAMENTALS
Fundamentals
ACRIX has more cash in the bank: 1.4B vs. CLTAX (18.4M). ACRIX pays higher dividends than CLTAX: ACRIX (0.51) vs CLTAX (0.02). ACRIX was incepted earlier than CLTAX: ACRIX (9 years) vs CLTAX (13 years). CLTAX (2.09) is less costly to investors than ACRIX (1.18). ACRIX is a more actively managed with annual turnover of: 66.00 vs. CLTAX (17.00). CLTAX has a lower initial minimum investment than ACRIX: CLTAX (2500) vs ACRIX (10000000). CLTAX annual gain was more profitable for investors over the last year : 6.10 vs. ACRIX (-1.24). ACRIX return over 5 years is better than : 30.28 vs. CLTAX (7.62).
| 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 | 13 years | - |
| Gain YTD | 8.382 | 9.584 | 87% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000000 | 2500 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 18.4M | 7,614% |
| Annual Yield % from dividends | 0.51 | 0.02 | 2,793% |
| Returns for 1 year | -1.24 | 6.10 | -20% |
| Returns for 3 years | 26.84 | 7.41 | 362% |
| Returns for 5 years | 30.28 | 7.62 | 397% |
| Returns for 10 years | N/A | 26.14 | - |
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