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ATACX vs CARYX
ATACX vs CARYX Comparison Chart in %
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ATACX vs. CARYX commentary
Jul 14, 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 StrongBuy and CARYX is a Hold.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.43B vs. ATACX (51.3M). CARYX pays higher dividends than ATACX: CARYX (2.40) vs ATACX (0.80). 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 : 17.77 vs. CARYX (6.75). CARYX return over 5 years is better than : 11.72 vs. ATACX (-18.62).
| 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 | 18.592 | 6.479 | 287% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.3M | 2.43B | 2% |
| Annual Yield % from dividends | 0.80 | 2.40 | 33% |
| Returns for 1 year | 17.77 | 6.75 | 263% |
| Returns for 3 years | 35.28 | 19.76 | 179% |
| Returns for 5 years | -18.62 | 11.72 | -159% |
| Returns for 10 years | 53.90 | 28.01 | 192% |
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