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CAPTX vs CARYX
CAPTX vs CARYX Comparison Chart
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CAPTX vs. CARYX commentary
Apr 18, 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.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.31B vs. CAPTX (7.47M). CARYX pays higher dividends than CAPTX: CARYX (2.53) 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 : 5.83 vs. CAPTX (1.88). CAPTX return over 5 years is better than : 7.32 vs. CARYX (6.87).
| 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 | -1.993 | -1.881 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.47M | 2.31B | 0% |
| Annual Yield % from dividends | 0.00 | 2.53 | - |
| Returns for 1 year | 1.88 | 5.83 | 32% |
| Returns for 3 years | -3.64 | 5.04 | -72% |
| Returns for 5 years | 7.32 | 6.87 | 107% |
| Returns for 10 years | N/A | 13.33 | - |
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