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AAMAX vs CARYX
AAMAX vs CARYX Comparison Chart in %
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AAMAX vs. CARYX commentary
Aug 03, 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 AAMAX is a Hold and CARYX is a Hold.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.41B vs. AAMAX (56M). CARYX pays higher dividends than AAMAX: CARYX (2.39) vs AAMAX (0.00). AAMAX was incepted earlier than CARYX: AAMAX (10 years) vs CARYX (11 years). AAMAX (1.92) is less costly to investors than CARYX (0.77). AAMAX is a more actively managed with annual turnover of: 207.00 vs. CARYX (190.00). AAMAX has a lower initial minimum investment than CARYX: AAMAX (2500) vs CARYX (1000000). CARYX annual gain was more profitable for investors over the last year : 8.20 vs. AAMAX (5.75). AAMAX return over 5 years is better than : 18.67 vs. CARYX (9.14).
| AAMAX | CARYX | AAMAX / CARYX | |
| Total Expense Ratio | 1.92 | 0.77 | 249% |
| Annual Report Gross Expense Ratio | 1.92 | 0.77 | 249% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 4.367 | 6.270 | 70% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56M | 2.41B | 2% |
| Annual Yield % from dividends | 0.00 | 2.39 | - |
| Returns for 1 year | 5.75 | 8.20 | 70% |
| Returns for 3 years | 22.44 | 15.98 | 140% |
| Returns for 5 years | 18.67 | 9.14 | 204% |
| Returns for 10 years | N/A | 27.51 | - |
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