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CAPTX vs CARYX
CAPTX vs CARYX Comparison Chart
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CAPTX vs. CARYX commentary
Nov 23, 2024
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: 2.54B vs. CAPTX (8.33M). CARYX pays higher dividends than CAPTX: CARYX (0.56) vs CAPTX (0.38). CAPTX was incepted earlier than CARYX: CAPTX (8 years) vs CARYX (10 years). CAPTX is a more actively managed with annual turnover of: 297.00 vs. CARYX (199.00). CAPTX has a lower initial minimum investment than CARYX: CAPTX (5000) vs CARYX (1000000). CAPTX (16.36) and CARYX (15.97) have marching annual gain over last year. CARYX return over 5 years is better than : 3.14 vs. CAPTX (1.91).
| CAPTX | CARYX | CAPTX / CARYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | 16.499 | 10.110 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.33M | 2.54B | 0% |
| Annual Yield % from dividends | 0.38 | 0.56 | 69% |
| Returns for 1 year | 16.36 | 15.97 | 102% |
| Returns for 3 years | -7.95 | -10.41 | 76% |
| Returns for 5 years | 1.91 | 3.14 | 61% |
| Returns for 10 years | N/A | 18.28 | - |