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CARYX vs CLTAX
CARYX vs CLTAX Comparison Chart
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CARYX vs. CLTAX commentary
Jan 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: 2.47B vs. CLTAX (25.2M). CLTAX pays higher dividends than CARYX: CLTAX (0.93) vs CARYX (0.56). CARYX was incepted earlier than CLTAX: CARYX (10 years) vs CLTAX (13 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 : 10.81 vs. CLTAX (7.12). CLTAX return over 5 years is better than : 14.99 vs. CARYX (1.34).
| CARYX | CLTAX | CARYX / CLTAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 1.045 | 3.701 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.47B | 25.2M | 9,786% |
| Annual Yield % from dividends | 0.56 | 0.93 | 60% |
| Returns for 1 year | 10.81 | 7.12 | 152% |
| Returns for 3 years | 3.00 | -13.21 | -23% |
| Returns for 5 years | 1.34 | 14.99 | 9% |
| Returns for 10 years | 18.87 | 14.19 | 133% |
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