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ACRIX vs CLTAX
ACRIX vs CLTAX Comparison Chart in %
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ACRIX vs. CLTAX commentary
Nov 20, 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 Hold and CLTAX is a Hold.
FUNDAMENTALS
Fundamentals
ACRIX has more cash in the bank: 1.37B vs. CLTAX (17.5M). ACRIX pays higher dividends than CLTAX: ACRIX (0.48) 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). CLTAX (69.00) and ACRIX (66.00) have comparable annual turnover. 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 : 6.69 vs. ACRIX (-1.17). ACRIX return over 5 years is better than : 27.50 vs. CLTAX (1.36).
| 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 | 10.166 | 11.038 | 92% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000000 | 2500 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 17.5M | 7,834% |
| Annual Yield % from dividends | 0.48 | 0.02 | 2,799% |
| Returns for 1 year | -1.17 | 6.69 | -18% |
| Returns for 3 years | 32.07 | 12.14 | 264% |
| Returns for 5 years | 27.50 | 1.36 | 2,018% |
| Returns for 10 years | N/A | 19.02 | - |
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