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CARYX vs CLTAX
CARYX vs CLTAX Comparison Chart in %
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CARYX vs. CLTAX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.5B vs. CLTAX (17.8M). CARYX pays higher dividends than CLTAX: CARYX (2.28) 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: 186.00 vs. CLTAX (69.00). 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 : 10.33 vs. CLTAX (6.44). CARYX return over 5 years is better than : 11.68 vs. CLTAX (7.14).
| 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 | 12.748 | 11.765 | 108% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.5B | 17.8M | 14,039% |
| Annual Yield % from dividends | 2.28 | 0.02 | 13,048% |
| Returns for 1 year | 10.33 | 6.44 | 160% |
| Returns for 3 years | 34.93 | 13.17 | 265% |
| Returns for 5 years | 11.68 | 7.14 | 163% |
| Returns for 10 years | 37.19 | 26.07 | 143% |
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