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AAMAX vs CARYX
AAMAX vs CARYX Comparison Chart
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AAMAX vs. CARYX commentary
May 01, 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 Buy and CARYX is a Hold.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.36B vs. AAMAX (49.5M). CARYX pays higher dividends than AAMAX: CARYX (2.53) vs AAMAX (0.00). AAMAX was incepted earlier than CARYX: AAMAX (9 years) vs CARYX (11 years). AAMAX (1.92) is less costly to investors than CARYX (0.77). CARYX is a more actively managed with annual turnover of: 190.00 vs. AAMAX (159.00). 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 : 6.90 vs. AAMAX (-0.90). AAMAX return over 5 years is better than : 15.88 vs. CARYX (8.84).
| AAMAX | CARYX | AAMAX / CARYX | |
| Total Expense Ratio | 1.92 | 0.77 | 249% |
| Annual Report Gross Expense Ratio | 1.92 | 0.77 | 249% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | -3.755 | 0.418 | -898% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.5M | 2.36B | 2% |
| Annual Yield % from dividends | 0.00 | 2.53 | - |
| Returns for 1 year | -0.90 | 6.90 | -13% |
| Returns for 3 years | 8.57 | 9.15 | 94% |
| Returns for 5 years | 15.88 | 8.84 | 180% |
| Returns for 10 years | N/A | 16.76 | - |