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AAANX vs CARYX
AAANX vs CARYX Comparison Chart
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AAANX vs. CARYX commentary
Dec 26, 2024
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 Buy and CARYX is a Hold.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.48B vs. AAANX (865M). AAANX pays higher dividends than CARYX: AAANX (0.72) vs CARYX (0.56). AAANX was incepted earlier than CARYX: AAANX (13 years) vs CARYX (10 years). AAANX is a more actively managed with annual turnover of: 247.00 vs. CARYX (199.00). 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 : 9.22 vs. AAANX (-1.93). AAANX return over 5 years is better than : 8.41 vs. CARYX (3.58).
| AAANX | CARYX | AAANX / CARYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | -2.426 | 8.985 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 865M | 2.48B | 35% |
| Annual Yield % from dividends | 0.72 | 0.56 | 130% |
| Returns for 1 year | -1.93 | 9.22 | -21% |
| Returns for 3 years | -16.09 | 1.36 | -1,186% |
| Returns for 5 years | 8.41 | 3.58 | 235% |
| Returns for 10 years | 19.02 | 19.57 | 97% |
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