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ACRIX vs CLTAX
ACRIX vs CLTAX Comparison Chart in %
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ACRIX vs. CLTAX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
ACRIX has more cash in the bank: 1.4B vs. CLTAX (17.8M). ACRIX pays higher dividends than CLTAX: ACRIX (0.49) 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 : 6.44 vs. ACRIX (-0.94). ACRIX return over 5 years is better than : 33.87 vs. CLTAX (7.14).
| 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 | 11.535 | 11.765 | 98% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000000 | 2500 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 17.8M | 7,837% |
| Annual Yield % from dividends | 0.49 | 0.02 | 2,782% |
| Returns for 1 year | -0.94 | 6.44 | -15% |
| Returns for 3 years | 36.23 | 13.17 | 275% |
| Returns for 5 years | 33.87 | 7.14 | 474% |
| Returns for 10 years | N/A | 26.07 | - |