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ATACX vs CARYX
ATACX vs CARYX Comparison Chart in %
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ATACX vs. CARYX commentary
Jun 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 ATACX is a Hold and CARYX is a Hold.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.4B vs. ATACX (48.4M). CARYX pays higher dividends than ATACX: CARYX (2.49) vs ATACX (0.85). ATACX was incepted earlier than CARYX: ATACX (13 years) vs CARYX (11 years). ATACX (2.46) is less costly to investors than CARYX (0.77). ATACX is a more actively managed with annual turnover of: 2155.00 vs. CARYX (190.00). ATACX has a lower initial minimum investment than CARYX: ATACX (2500) vs CARYX (1000000). ATACX annual gain was more profitable for investors over the last year : 13.60 vs. CARYX (7.06). CARYX return over 5 years is better than : 10.88 vs. ATACX (-16.61).
| ATACX | CARYX | ATACX / CARYX | |
| Total Expense Ratio | 1.97 | 0.77 | 256% |
| Annual Report Gross Expense Ratio | 2.46 | 0.77 | 319% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 9.944 | 4.493 | 221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.4M | 2.4B | 2% |
| Annual Yield % from dividends | 0.85 | 2.49 | 34% |
| Returns for 1 year | 13.60 | 7.06 | 193% |
| Returns for 3 years | 16.47 | 20.06 | 82% |
| Returns for 5 years | -16.61 | 10.88 | -153% |
| Returns for 10 years | 35.98 | 24.63 | 146% |
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