CARYX
Price
$9.28
Change
-$0.28 (-2.93%)
Updated
Apr 4 closing price
Net Assets
2.35B
CLTAX
Price
$13.74
Change
-$0.64 (-4.45%)
Updated
Apr 4 closing price
Net Assets
20.6M
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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$9.28
Change-$0.28 (-2.93%)
VolumeN/A
Net Assets2.35B
Catalyst/Lyons Tactical Allocation A
Price$13.74
Change-$0.64 (-4.45%)
VolumeN/A
Net Assets20.6M
CARYX vs CLTAX Comparison Chart
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CARYX vs. CLTAX commentary
Apr 05, 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: 2.35B vs. CLTAX (20.6M). CARYX pays higher dividends than CLTAX: CARYX (2.53) 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 : 6.39 vs. CLTAX (-3.74). CLTAX return over 5 years is better than : 31.98 vs. CARYX (12.94).
CARYXCLTAXCARYX / CLTAX
Total Expense Ratio0.771.5350%
Annual Report Gross Expense Ratio0.772.0937%
Fund Existence11 years13 years-
Gain YTD1.672-0.132-1,265%
Front LoadN/A6%-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.35B20.6M11,417%
Annual Yield % from dividends2.530.0212,520%
Returns for 1 year6.39-3.74-171%
Returns for 3 years6.60-14.79-45%
Returns for 5 years12.9431.9840%
Returns for 10 years17.544.27410%
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