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ARAAX vs CAPTX
ARAAX vs CAPTX Comparison Chart
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ARAAX vs. CAPTX commentary
May 23, 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 ARAAX is a Buy and CAPTX is a Buy.
FUNDAMENTALS
Fundamentals
ARAAX has more cash in the bank: 1.31B vs. CAPTX (7.63M). ARAAX pays higher dividends than CAPTX: ARAAX (0.54) vs CAPTX (0.00). ARAAX was incepted earlier than CAPTX: ARAAX (10 years) vs CAPTX (9 years). CAPTX (2.37) is less costly to investors than ARAAX (1.43). CAPTX is a more actively managed with annual turnover of: 177.00 vs. ARAAX (66.00). ARAAX has a lower initial minimum investment than CAPTX: ARAAX (2500) vs CAPTX (5000). CAPTX annual gain was more profitable for investors over the last year : 2.38 vs. ARAAX (-5.11). ARAAX return over 5 years is better than : 34.50 vs. CAPTX (11.67).
| ARAAX | CAPTX | ARAAX / CAPTX | |
| Total Expense Ratio | 1.43 | 1.97 | 73% |
| Annual Report Gross Expense Ratio | 1.43 | 2.37 | 60% |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | -0.083 | 1.178 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.31B | 7.63M | 17,108% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | -5.11 | 2.38 | -214% |
| Returns for 3 years | 12.84 | 5.15 | 249% |
| Returns for 5 years | 34.50 | 11.67 | 296% |
| Returns for 10 years | N/A | N/A | - |
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