CAPTX
Price
$12.15
Change
+$0.12 (+1.00%)
Updated
Oct 24 closing price
Net Assets
8.32M
PALPX
Price
$11.86
Change
+$0.01 (+0.08%)
Updated
Oct 24 closing price
Net Assets
10.15B
Interact to see
Advertisement

CAPTX vs PALPX

Header iconCAPTX vs PALPX Comparison
Open Charts CAPTX vs PALPXBanner chart's image
Canterbury Portfolio Thermostat I
Price$12.15
Change+$0.12 (+1.00%)
VolumeN/A
Net Assets8.32M
PIMCO All Asset I2
Price$11.86
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets10.15B
CAPTX vs PALPX Comparison Chart in %
View a ticker or compare two or three
VS
CAPTX vs. PALPX commentary
Oct 27, 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 Buy and PALPX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PALPX has more cash in the bank: 10.1B vs. CAPTX (8.32M). PALPX pays higher dividends than CAPTX: PALPX (5.43) vs CAPTX (0.00). CAPTX was incepted earlier than PALPX: CAPTX (9 years) vs PALPX (18 years). CAPTX (4.37) is less costly to investors than PALPX (2.02). CAPTX is a more actively managed with annual turnover of: 133.00 vs. PALPX (40.00). CAPTX has a lower initial minimum investment than PALPX: CAPTX (5000) vs PALPX (1000000). PALPX annual gain was more profitable for investors over the last year : 11.66 vs. CAPTX (7.90). PALPX return over 5 years is better than : 43.63 vs. CAPTX (15.56).
CAPTXPALPXCAPTX / PALPX
Total Expense Ratio4.371.94226%
Annual Report Gross Expense Ratio4.372.02217%
Fund Existence9 years18 years-
Gain YTD10.05413.34075%
Front LoadN/AN/A-
Min. Initial Investment500010000001%
Min. Initial Investment IRAN/AN/A-
Net Assets8.32M10.1B0%
Annual Yield % from dividends0.005.43-
Returns for 1 year7.9011.6668%
Returns for 3 years19.2834.2356%
Returns for 5 years15.5643.6336%
Returns for 10 yearsN/A87.00-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
TEPSX36.970.84
+2.32%
ProFunds Technology UltraSector Svc
SGRKX43.200.50
+1.17%
Allspring Growth Admin
PAGLX48.750.41
+0.85%
T. Rowe Price Global Growth Stock Adv
VISVX50.420.22
+0.44%
Vanguard Small Cap Value Index Inv
ISCAX51.010.16
+0.31%
Federated Hermes Intl Small-Mid Co A