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CTHAX vs CTLCX
CTHAX vs CTLCX Comparison
Open Charts CTHAX vs CTLCX
CTHAX vs CTLCX Comparison Chart in %
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CTHAX vs. CTLCX commentary
Sep 13, 2026
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 CTHAX is a Hold and CTLCX is a Hold.
FUNDAMENTALS
Fundamentals
CTHAX has more cash in the bank: 5.34B vs. CTLCX (4.72B). CTHAX pays higher dividends than CTLCX: CTHAX (3.10) vs CTLCX (2.05). CTHAX was incepted earlier than CTLCX: CTHAX (14 years) vs CTLCX (11 years). CTLCX (1.46) is less costly to investors than CTHAX (0.68). CTLCX is a more actively managed with annual turnover of: 9.00 vs. CTHAX (8.00). CTHAX (250) and CTLCX (250) have matching initial minimum investment requirements. CTHAX annual gain was more profitable for investors over the last year : 1.25 vs. CTLCX (0.81). CTHAX return over 5 years is better than : 3.97 vs. CTLCX (3.39).
| CTHAX | CTLCX | CTHAX / CTLCX | |
| Total Expense Ratio | 0.68 | 1.46 | 47% |
| Annual Report Gross Expense Ratio | 0.68 | 1.46 | 47% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 1.961 | 3.520 | 56% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.34B | 4.72B | 113% |
| Annual Yield % from dividends | 3.10 | 2.05 | 151% |
| Returns for 1 year | 1.25 | 0.81 | 155% |
| Returns for 3 years | 25.90 | 29.65 | 87% |
| Returns for 5 years | 3.97 | 3.39 | 117% |
| Returns for 10 years | 38.59 | 51.24 | 75% |
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