CAPTX
Price
$12.15
Change
+$0.12 (+1.00%)
Updated
Oct 24 closing price
Net Assets
8.32M
CARYX
Price
$10.94
Change
+$0.03 (+0.27%)
Updated
Oct 24 closing price
Net Assets
2.53B
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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$12.15
Change+$0.12 (+1.00%)
VolumeN/A
Net Assets8.32M
Columbia Adaptive Risk Allocation Inst3
Price$10.94
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets2.53B
CAPTX vs CARYX Comparison Chart in %
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CAPTX vs. CARYX commentary
Oct 27, 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: 2.53B vs. CAPTX (8.32M). CARYX pays higher dividends than CAPTX: CARYX (2.28) vs CAPTX (0.00). CAPTX was incepted earlier than CARYX: CAPTX (9 years) vs CARYX (11 years). CAPTX (4.37) 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 : 12.77 vs. CAPTX (7.90). CAPTX return over 5 years is better than : 15.56 vs. CARYX (13.73).
CAPTXCARYXCAPTX / CARYX
Total Expense Ratio4.370.77568%
Annual Report Gross Expense Ratio4.370.77568%
Fund Existence9 years11 years-
Gain YTD10.05414.31670%
Front LoadN/AN/A-
Min. Initial Investment500010000001%
Min. Initial Investment IRAN/AN/A-
Net Assets8.32M2.53B0%
Annual Yield % from dividends0.002.28-
Returns for 1 year7.9012.7762%
Returns for 3 years19.2835.4454%
Returns for 5 years15.5613.73113%
Returns for 10 yearsN/A37.85-
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