Interact to see
Advertisement
Advertisement
CAPTX vs CARYX
CAPTX vs CARYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CAPTX vs. CARYX commentary
Jun 14, 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: 2.42B vs. CAPTX (7.79M). CARYX pays higher dividends than CAPTX: CARYX (2.49) 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 : 8.26 vs. CAPTX (2.29). CAPTX return over 5 years is better than : 13.23 vs. CARYX (12.19).
| 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 | 1.268 | 5.225 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.79M | 2.42B | 0% |
| Annual Yield % from dividends | 0.00 | 2.49 | - |
| Returns for 1 year | 2.29 | 8.26 | 28% |
| Returns for 3 years | 5.64 | 21.56 | 26% |
| Returns for 5 years | 13.23 | 12.19 | 108% |
| Returns for 10 years | N/A | 26.38 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers