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CAPTX vs CARYX
CAPTX vs CARYX Comparison Chart
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CAPTX vs. CARYX commentary
Mar 06, 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 CAPTX is a StrongBuy and CARYX is a Hold.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.44B vs. CAPTX (7.76M). CARYX pays higher dividends than CAPTX: CARYX (0.56) vs CAPTX (0.38). CAPTX was incepted earlier than CARYX: CAPTX (9 years) vs CARYX (10 years). CAPTX is a more actively managed with annual turnover of: 297.00 vs. CARYX (199.00). CAPTX has a lower initial minimum investment than CARYX: CAPTX (5000) vs CARYX (1000000). CARYX annual gain was more profitable for investors over the last year : 8.55 vs. CAPTX (6.83). CARYX return over 5 years is better than : 8.56 vs. CAPTX (1.26).
| CAPTX | CARYX | CAPTX / CARYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 0.543 | 2.299 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.76M | 2.44B | 0% |
| Annual Yield % from dividends | 0.38 | 0.56 | 69% |
| Returns for 1 year | 6.83 | 8.55 | 80% |
| Returns for 3 years | 1.18 | 5.09 | 23% |
| Returns for 5 years | 1.26 | 8.56 | 15% |
| Returns for 10 years | N/A | 21.53 | - |
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