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CAPTX vs CARYX
CAPTX vs CARYX Comparison
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CAPTX vs CARYX Comparison Chart in %
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CAPTX vs. CARYX commentary
Aug 23, 2026
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: 2.62B vs. CAPTX (8.65M). CARYX pays higher dividends than CAPTX: CARYX (2.68) vs CAPTX (0.00). CAPTX was incepted earlier than CARYX: CAPTX (10 years) vs CARYX (12 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 (59.00). CAPTX has a lower initial minimum investment than CARYX: CAPTX (5000) vs CARYX (1000000). CAPTX annual gain was more profitable for investors over the last year : 27.77 vs. CARYX (16.64). CAPTX return over 5 years is better than : 14.74 vs. CARYX (11.16).
| CAPTX | CARYX | CAPTX / CARYX | |
| Total Expense Ratio | 4.37 | 0.77 | 568% |
| Annual Report Gross Expense Ratio | 4.37 | 0.77 | 568% |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | 15.032 | 10.338 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.65M | 2.62B | 0% |
| Annual Yield % from dividends | 0.00 | 2.68 | - |
| Returns for 1 year | 27.77 | 16.64 | 167% |
| Returns for 3 years | 43.70 | 46.82 | 93% |
| Returns for 5 years | 14.74 | 11.16 | 132% |
| Returns for 10 years | 47.33 | 42.15 | 112% |
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