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CARYX vs CLTAX
CARYX vs CLTAX Comparison Chart in %
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CARYX vs. CLTAX commentary
Jul 18, 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.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.42B vs. CLTAX (19.8M). CARYX pays higher dividends than CLTAX: CARYX (2.40) 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 : 5.25 vs. CLTAX (2.05). CLTAX return over 5 years is better than : 14.06 vs. CARYX (10.56).
| CARYX | CLTAX | CARYX / CLTAX | |
| Total Expense Ratio | 0.77 | 1.53 | 50% |
| Annual Report Gross Expense Ratio | 0.77 | 2.09 | 37% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 6.165 | 6.147 | 100% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.42B | 19.8M | 12,227% |
| Annual Yield % from dividends | 2.40 | 0.02 | 12,819% |
| Returns for 1 year | 5.25 | 2.05 | 256% |
| Returns for 3 years | 19.29 | 7.06 | 273% |
| Returns for 5 years | 10.56 | 14.06 | 75% |
| Returns for 10 years | 26.75 | 15.03 | 178% |
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