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CARYX vs CBACX
CARYX vs CBACX Comparison Chart in %
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CARYX vs. CBACX commentary
Sep 15, 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 CARYX is a Hold and CBACX is a Buy.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.48B vs. CBACX (166M). CARYX pays higher dividends than CBACX: CARYX (2.34) vs CBACX (1.20). CARYX was incepted earlier than CBACX: CARYX (11 years) vs CBACX (32 years). CBACX (2.19) is less costly to investors than CARYX (0.77). CARYX is a more actively managed with annual turnover of: 186.00 vs. CBACX (38.00). CBACX has a lower initial minimum investment than CARYX: CBACX (2500) vs CARYX (1000000). CARYX annual gain was more profitable for investors over the last year : 10.21 vs. CBACX (-6.16). CARYX (12.12) and CBACX (11.94) have equivalent 5 years return.
| CARYX | CBACX | CARYX / CBACX | |
| Total Expense Ratio | 0.77 | 2.18 | 35% |
| Annual Report Gross Expense Ratio | 0.77 | 2.19 | 35% |
| Fund Existence | 11 years | 32 years | - |
| Gain YTD | 11.390 | 10.478 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.48B | 166M | 1,496% |
| Annual Yield % from dividends | 2.34 | 1.20 | 195% |
| Returns for 1 year | 10.21 | -6.16 | -166% |
| Returns for 3 years | 27.30 | 0.71 | 3,866% |
| Returns for 5 years | 12.12 | 11.94 | 102% |
| Returns for 10 years | 38.76 | 34.57 | 112% |
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