CARYX
Price
$10.51
Change
+$0.03 (+0.29%)
Updated
Aug 28 closing price
Net Assets
2.47B
CLTAX
Price
$16.68
Change
+$0.10 (+0.60%)
Updated
Aug 28 closing price
Net Assets
18.36M
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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$10.51
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets2.47B
Catalyst/Lyons Tactical Allocation A
Price$16.68
Change+$0.10 (+0.60%)
VolumeN/A
Net Assets18.36M
CARYX vs CLTAX Comparison Chart in %
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CARYX vs. CLTAX commentary
Aug 29, 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.

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FUNDAMENTALS
Fundamentals
CARYX has more cash in the bank: 2.47B vs. CLTAX (18.4M). 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: 186.00 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 : 9.12 vs. CLTAX (6.10). CLTAX return over 5 years is better than : 7.62 vs. CARYX (6.95).
CARYXCLTAXCARYX / CLTAX
Total Expense Ratio0.771.5350%
Annual Report Gross Expense Ratio0.772.0937%
Fund Existence11 years13 years-
Gain YTD9.5099.58499%
Front LoadN/A6%-
Min. Initial Investment1000000250040,000%
Min. Initial Investment IRAN/AN/A-
Net Assets2.47B18.4M13,402%
Annual Yield % from dividends2.390.0213,028%
Returns for 1 year9.126.10150%
Returns for 3 years22.277.41301%
Returns for 5 years6.957.6291%
Returns for 10 years36.0026.14138%
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