ARANX
Price
$22.13
Change
-$0.22 (-0.98%)
Updated
Apr 16 closing price
Net Assets
1.21B
CAPTX
Price
$10.76
Change
-$0.06 (-0.55%)
Updated
Apr 16 closing price
Net Assets
7.47M
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ARANX vs CAPTX

Header iconARANX vs CAPTX Comparison
Open Charts ARANX vs CAPTXBanner chart's image
Horizon Active Risk Assist® Investor
Price$22.13
Change-$0.22 (-0.98%)
VolumeN/A
Net Assets1.21B
Canterbury Portfolio Thermostat I
Price$10.76
Change-$0.06 (-0.55%)
VolumeN/A
Net Assets7.47M
ARANX vs CAPTX Comparison Chart
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ARANX vs. CAPTX commentary
Apr 18, 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 ARANX is a Hold and CAPTX is a Buy.

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FUNDAMENTALS
Fundamentals
ARANX has more cash in the bank: 1.21B vs. CAPTX (7.47M). ARANX pays higher dividends than CAPTX: ARANX (0.54) vs CAPTX (0.00). ARANX was incepted earlier than CAPTX: ARANX (11 years) vs CAPTX (9 years). CAPTX (2.37) is less costly to investors than ARANX (1.32). CAPTX is a more actively managed with annual turnover of: 177.00 vs. ARANX (66.00). ARANX has a lower initial minimum investment than CAPTX: ARANX (2500) vs CAPTX (5000). CAPTX annual gain was more profitable for investors over the last year : 1.88 vs. ARANX (-7.04). ARANX return over 5 years is better than : 25.67 vs. CAPTX (7.32).
ARANXCAPTXARANX / CAPTX
Total Expense Ratio1.321.9767%
Annual Report Gross Expense Ratio1.322.3756%
Fund Existence11 years9 years-
Gain YTD-6.953-1.993349%
Front LoadN/AN/A-
Min. Initial Investment2500500050%
Min. Initial Investment IRAN/AN/A-
Net Assets1.21B7.47M16,260%
Annual Yield % from dividends0.540.00-
Returns for 1 year-7.041.88-374%
Returns for 3 years-0.92-3.6425%
Returns for 5 years25.677.32351%
Returns for 10 years15.57N/A-
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