CAPTX
Price
$10.95
Change
-$0.02 (-0.18%)
Updated
May 8 closing price
Net Assets
7.52M
CARYX
Price
$9.68
Change
-$0.02 (-0.21%)
Updated
May 8 closing price
Net Assets
2.36B
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CAPTX vs CARYX

Header iconCAPTX vs CARYX Comparison
Open Charts CAPTX vs CARYXBanner chart's image
Canterbury Portfolio Thermostat I
Price$10.95
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets7.52M
Columbia Adaptive Risk Allocation Inst3
Price$9.68
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets2.36B
CAPTX vs CARYX Comparison Chart
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CAPTX vs. CARYX commentary
May 10, 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 Buy and CARYX is a Hold.

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FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.36B vs. CAPTX (7.52M). CARYX pays higher dividends than CAPTX: CARYX (2.54) vs CAPTX (0.00). CAPTX was incepted earlier than CARYX: CAPTX (9 years) vs CARYX (11 years). CAPTX (2.37) is less costly to investors than CARYX (0.77). CARYX is a more actively managed with annual turnover of: 190.00 vs. CAPTX (177.00). 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 : 6.74 vs. CAPTX (2.14). CAPTX (9.89) and CARYX (9.75) have equivalent 5 years return.
CAPTXCARYXCAPTX / CARYX
Total Expense Ratio1.970.77256%
Annual Report Gross Expense Ratio2.370.77308%
Fund Existence9 years11 years-
Gain YTD-0.6341.358-47%
Front LoadN/AN/A-
Min. Initial Investment500010000001%
Min. Initial Investment IRAN/AN/A-
Net Assets7.52M2.36B0%
Annual Yield % from dividends0.002.54-
Returns for 1 year2.146.7432%
Returns for 3 years2.6912.3522%
Returns for 5 years9.899.75101%
Returns for 10 yearsN/A19.01-
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