CARYX
Price
$10.32
Change
+$0.02 (+0.19%)
Updated
Aug 7 closing price
Net Assets
2.44B
CLTAX
Price
$16.41
Change
-$0.02 (-0.12%)
Updated
Aug 7 closing price
Net Assets
19.92M
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CARYX vs CLTAX

Header iconCARYX vs CLTAX Comparison
Open Charts CARYX vs CLTAXBanner chart's image
Columbia Adaptive Risk Allocation Inst3
Price$10.32
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets2.44B
Catalyst/Lyons Tactical Allocation A
Price$16.41
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets19.92M
CARYX vs CLTAX Comparison Chart in %
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CARYX vs. CLTAX commentary
Aug 08, 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 CLTAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.44B vs. CLTAX (19.9M). CARYX pays higher dividends than CLTAX: CARYX (2.39) vs CLTAX (0.02). CARYX was incepted earlier than CLTAX: CARYX (11 years) vs CLTAX (13 years). CLTAX (2.09) is less costly to investors than CARYX (0.77). CARYX is a more actively managed with annual turnover of: 190.00 vs. CLTAX (17.00). CLTAX has a lower initial minimum investment than CARYX: CLTAX (2500) vs CARYX (1000000). CARYX annual gain was more profitable for investors over the last year : 11.79 vs. CLTAX (10.81). CLTAX return over 5 years is better than : 11.74 vs. CARYX (8.04).
CARYXCLTAXCARYX / CLTAX
Total Expense Ratio0.771.5350%
Annual Report Gross Expense Ratio0.772.0937%
Fund Existence11 years13 years-
Gain YTD7.6288.59289%
Front LoadN/A6%-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.44B19.9M12,281%
Annual Yield % from dividends2.390.0213,028%
Returns for 1 year11.7910.81109%
Returns for 3 years17.345.89294%
Returns for 5 years8.0411.7469%
Returns for 10 years29.0117.19169%
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