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CARYX vs CBACX
CARYX vs CBACX Comparison Chart
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CARYX vs. CBACX commentary
May 09, 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: 2.36B vs. CBACX (161M). CARYX pays higher dividends than CBACX: CARYX (2.54) vs CBACX (1.26). 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: 190.00 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 : 6.74 vs. CBACX (-6.79). CBACX return over 5 years is better than : 17.61 vs. CARYX (9.75).
| 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 | 1.358 | 2.961 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.36B | 161M | 1,466% |
| Annual Yield % from dividends | 2.54 | 1.26 | 201% |
| Returns for 1 year | 6.74 | -6.79 | -99% |
| Returns for 3 years | 12.35 | -8.15 | -151% |
| Returns for 5 years | 9.75 | 17.61 | 55% |
| Returns for 10 years | 19.01 | 15.81 | 120% |