AAANX
Price
$13.95
Change
+$0.06 (+0.43%)
Updated
Jun 27 closing price
Net Assets
756.7M
CARYX
Price
$10.15
Change
+$0.01 (+0.10%)
Updated
Jun 27 closing price
Net Assets
2.43B
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AAANX vs CARYX

Header iconAAANX vs CARYX Comparison
Open Charts AAANX vs CARYXBanner chart's image
Horizon Active Asset Allocation Investor
Price$13.95
Change+$0.06 (+0.43%)
VolumeN/A
Net Assets756.7M
Columbia Adaptive Risk Allocation Inst3
Price$10.15
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets2.43B
AAANX vs CARYX Comparison Chart in %
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AAANX vs. CARYX commentary
Jun 28, 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.

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FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.43B vs. AAANX (757M). CARYX pays higher dividends than AAANX: CARYX (2.49) vs AAANX (0.67). AAANX was incepted earlier than CARYX: AAANX (13 years) vs CARYX (11 years). AAANX (1.34) is less costly to investors than CARYX (0.77). AAANX (198.00) and CARYX (190.00) have comparable annual turnover. 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 : 8.90 vs. AAANX (-8.72). AAANX return over 5 years is better than : 24.36 vs. CARYX (13.52).
AAANXCARYXAAANX / CARYX
Total Expense Ratio1.340.77174%
Annual Report Gross Expense Ratio1.340.77174%
Fund Existence13 years11 years-
Gain YTD4.8305.95681%
Front LoadN/AN/A-
Min. Initial Investment250010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets757M2.43B31%
Annual Yield % from dividends0.672.4927%
Returns for 1 year-8.728.90-98%
Returns for 3 years18.8120.8390%
Returns for 5 years24.3613.52180%
Returns for 10 years23.5928.2883%
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