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CAPTX vs PAALX
CAPTX vs PAALX Comparison Chart
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CAPTX vs. PAALX commentary
May 11, 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 CAPTX is a Hold and PAALX is a Hold.
FUNDAMENTALS
Fundamentals
PAALX has more cash in the bank: 11B vs. CAPTX (7.48M). PAALX pays higher dividends than CAPTX: PAALX (5.95) vs CAPTX (0.00). CAPTX was incepted earlier than PAALX: CAPTX (9 years) vs PAALX (22 years). CAPTX (2.37) is less costly to investors than PAALX (2.19). CAPTX is a more actively managed with annual turnover of: 177.00 vs. PAALX (56.00). CAPTX has a lower initial minimum investment than PAALX: CAPTX (5000) vs PAALX (1000000). PAALX annual gain was more profitable for investors over the last year : 5.90 vs. CAPTX (1.30). PAALX return over 5 years is better than : 44.54 vs. CAPTX (9.49).
| CAPTX | PAALX | CAPTX / PAALX | |
| Total Expense Ratio | 1.97 | 2.12 | 93% |
| Annual Report Gross Expense Ratio | 2.37 | 2.19 | 108% |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | -0.996 | 3.122 | -32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.48M | 11B | 0% |
| Annual Yield % from dividends | 0.00 | 5.95 | - |
| Returns for 1 year | 1.30 | 5.90 | 22% |
| Returns for 3 years | 2.41 | 12.74 | 19% |
| Returns for 5 years | 9.49 | 44.54 | 21% |
| Returns for 10 years | N/A | 55.44 | - |
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