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CABIX vs CARYX
CABIX vs CARYX Comparison Chart
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CABIX vs. CARYX commentary
Jun 13, 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 CABIX is a StrongBuy and CARYX is a Hold.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.41B vs. CABIX (163M). CARYX pays higher dividends than CABIX: CARYX (2.49) vs CABIX (2.13). CABIX was incepted earlier than CARYX: CABIX (20 years) vs CARYX (11 years). CABIX (1.19) is less costly to investors than CARYX (0.77). CARYX is a more actively managed with annual turnover of: 190.00 vs. CABIX (38.00). CARYX has a lower initial minimum investment than CABIX: CARYX (1000000) vs CABIX (2000000). CARYX annual gain was more profitable for investors over the last year : 7.94 vs. CABIX (-3.93). CABIX return over 5 years is better than : 24.36 vs. CARYX (11.75).
| CABIX | CARYX | CABIX / CARYX | |
| Total Expense Ratio | 1.17 | 0.77 | 152% |
| Annual Report Gross Expense Ratio | 1.19 | 0.77 | 155% |
| Fund Existence | 20 years | 11 years | - |
| Gain YTD | 5.695 | 4.807 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163M | 2.41B | 7% |
| Annual Yield % from dividends | 2.13 | 2.49 | 86% |
| Returns for 1 year | -3.93 | 7.94 | -49% |
| Returns for 3 years | 0.39 | 20.04 | 2% |
| Returns for 5 years | 24.36 | 11.75 | 207% |
| Returns for 10 years | 36.18 | 26.51 | 136% |
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