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AAANX vs CARYX
AAANX vs CARYX Comparison Chart
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AAANX vs. CARYX commentary
Jun 07, 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: 2.39B vs. AAANX (740M). 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 : 7.09 vs. AAANX (-10.53). AAANX return over 5 years is better than : 13.61 vs. CARYX (8.45).
| AAANX | CARYX | AAANX / CARYX | |
| Total Expense Ratio | 1.34 | 0.77 | 174% |
| Annual Report Gross Expense Ratio | 1.34 | 0.77 | 174% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 1.887 | 3.657 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 740M | 2.39B | 31% |
| Annual Yield % from dividends | 0.67 | 2.49 | 27% |
| Returns for 1 year | -10.53 | 7.09 | -148% |
| Returns for 3 years | 6.01 | 13.95 | 43% |
| Returns for 5 years | 13.61 | 8.45 | 161% |
| Returns for 10 years | 19.24 | 25.37 | 76% |
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