CAAYX
Price
$12.12
Change
+$0.03 (+0.25%)
Updated
Aug 21 closing price
Net Assets
278.27M
CBUZX
Price
$12.69
Change
+$0.01 (+0.08%)
Updated
Aug 21 closing price
Net Assets
826.08M
Interact to see
Advertisement

CAAYX vs CBUZX

CAAYX vs CBUZX Comparison Chart in %
View a ticker or compare two or three
VS
CAAYX vs. CBUZX commentary
Aug 23, 2026

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 CAAYX is a Hold and CBUZX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CBUZX has more cash in the bank: 826M vs. CAAYX (278M). CBUZX pays higher dividends than CAAYX: CBUZX (4.19) vs CAAYX (3.12). CAAYX was incepted earlier than CBUZX: CAAYX (18 years) vs CBUZX (16 years). CBUZX (0.71) is less costly to investors than CAAYX (0.67). CAAYX is a more actively managed with annual turnover of: 27.00 vs. CBUZX (12.00). CAAYX has a lower initial minimum investment than CBUZX: CAAYX (1000) vs CBUZX (2000). CAAYX annual gain was more profitable for investors over the last year : 12.57 vs. CBUZX (9.77). CBUZX return over 5 years is better than : 16.32 vs. CAAYX (12.17).
CAAYXCBUZXCAAYX / CBUZX
Total Expense Ratio0.670.7194%
Annual Report Gross Expense Ratio0.670.7194%
Fund Existence18 years16 years-
Gain YTD7.5465.331142%
Front LoadN/AN/A-
Min. Initial Investment1000200050%
Min. Initial Investment IRA250N/A-
Net Assets278M826M34%
Annual Yield % from dividends3.124.1975%
Returns for 1 year12.579.77129%
Returns for 3 years35.5533.19107%
Returns for 5 years12.1716.3275%
Returns for 10 years39.7856.0271%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
ASIAX33.340.59
+1.80%
Invesco Asia Pacific Equity A
CSPEX78.370.64
+0.82%
American Funds SMALLCAP World 529-E
ROFIX20.780.16
+0.78%
Royce Small-Cap Opportunity Instl
LMVRX137.730.83
+0.61%
ClearBridge Value R
MECFX17.120.09
+0.53%
NYLI Epoch Capital Growth Class I