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AAANX vs CARYX
AAANX vs CARYX Comparison Chart in %
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AAANX vs. CARYX commentary
Aug 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 AAANX is a StrongBuy and CARYX is a Hold.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.45B vs. AAANX (770M). CARYX pays higher dividends than AAANX: CARYX (2.39) vs AAANX (0.64). AAANX was incepted earlier than CARYX: AAANX (14 years) vs CARYX (11 years). AAANX (1.34) is less costly to investors than CARYX (0.77). AAANX is a more actively managed with annual turnover of: 198.00 vs. CARYX (186.00). AAANX has a lower initial minimum investment than CARYX: AAANX (2500) vs CARYX (1000000). CARYX annual gain was more profitable for investors over the last year : 8.30 vs. AAANX (-6.78). AAANX return over 5 years is better than : 16.62 vs. CARYX (8.69).
| AAANX | CARYX | AAANX / CARYX | |
| Total Expense Ratio | 1.34 | 0.77 | 174% |
| Annual Report Gross Expense Ratio | 1.34 | 0.77 | 174% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 9.509 | 8.464 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 770M | 2.45B | 31% |
| Annual Yield % from dividends | 0.64 | 2.39 | 27% |
| Returns for 1 year | -6.78 | 8.30 | -82% |
| Returns for 3 years | 15.18 | 19.35 | 78% |
| Returns for 5 years | 16.62 | 8.69 | 191% |
| Returns for 10 years | 36.15 | 33.87 | 107% |
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