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CARYX vs CLTAX
CARYX vs CLTAX Comparison Chart
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CARYX vs. CLTAX commentary
Nov 18, 2024
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 Sell.
FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.52B vs. CLTAX (26.8M). CLTAX pays higher dividends than CARYX: CLTAX (0.93) vs CARYX (0.56). CARYX was incepted earlier than CLTAX: CARYX (10 years) vs CLTAX (12 years). CARYX is a more actively managed with annual turnover of: 199.00 vs. CLTAX (94.00). 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 : 15.03 vs. CLTAX (13.90). CLTAX return over 5 years is better than : 2.97 vs. CARYX (1.60).
| CARYX | CLTAX | CARYX / CLTAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | 8.462 | 6.635 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.52B | 26.8M | 9,410% |
| Annual Yield % from dividends | 0.56 | 0.93 | 60% |
| Returns for 1 year | 15.03 | 13.90 | 108% |
| Returns for 3 years | -12.24 | -20.80 | 59% |
| Returns for 5 years | 1.60 | 2.97 | 54% |
| Returns for 10 years | 17.75 | 7.06 | 252% |
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