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CAPTX vs CARYX
CAPTX vs CARYX Comparison Chart in %
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CAPTX vs. CARYX commentary
Sep 11, 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 Hold and CARYX is a Hold.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.48B vs. CAPTX (7.68M). CARYX pays higher dividends than CAPTX: CARYX (2.34) 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: 186.00 vs. CAPTX (133.00). 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 : 10.60 vs. CAPTX (4.04). CARYX return over 5 years is better than : 11.39 vs. CAPTX (9.31).
| CAPTX | CARYX | CAPTX / CARYX | |
| Total Expense Ratio | 1.97 | 0.77 | 256% |
| Annual Report Gross Expense Ratio | 2.37 | 0.77 | 308% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 2.717 | 10.658 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.68M | 2.48B | 0% |
| Annual Yield % from dividends | 0.00 | 2.34 | - |
| Returns for 1 year | 4.04 | 10.60 | 38% |
| Returns for 3 years | 5.47 | 25.52 | 21% |
| Returns for 5 years | 9.31 | 11.39 | 82% |
| Returns for 10 years | N/A | 37.57 | - |
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